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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 | $43,134 | $66,402-35.0% | $109,907-60.8% | $85,847-49.8% |
| Participation rate | 40.5% | 63.9%-23.4pp | 74.2%-33.7pp | 69.3%-28.8pp |
| Annual return | 12.72% | 19.59%-6.9pp | 29.46%-16.7pp | 318.61%-305.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $160 | $2,842-94.4% | $4,047-96.0% | $3,952-95.9% |
| Admin fee / account holder | $115 | $4,557-97.5% | $6,069-98.1% | $6,261-98.2% |