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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,565 | $111,785-81.6% | $93,669-78.0% | $145,877-85.9% |
| Participation rate | 6.7% | 74.2%-67.6pp | 68.7%-62.1pp | 80.3%-73.6pp |
| Annual return | 10.84% | 203.79%-192.9pp | 133.59%-122.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $154 | $4,919-96.9% | $4,416-96.5% | $6,691-97.7% |
| Admin fee / account holder | $104 | $10,256-99.0% | $8,291-98.8% | $13,402-99.2% |