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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 | $25,193 | $124,980-79.8% | $108,359-76.8% | $154,746-83.7% |
| Participation rate | 6.7% | 75.2%-68.5pp | 70.1%-63.5pp | 80.7%-74.0pp |
| Annual return | 16.74% | 45.00%-28.3pp | 36.89%-20.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $158 | $4,743-96.7% | $4,137-96.2% | $6,730-97.6% |
| Admin fee / account holder | $123 | $11,502-98.9% | $9,741-98.7% | $14,365-99.1% |