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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 | $13,182 | $77,908-83.1% | $149,696-91.2% | $75,173-82.5% |
| Participation rate | 7.0% | 65.6%-58.5pp | 78.8%-71.7pp | 67.2%-60.2pp |
| Annual return | 15.86% | 31.73%-15.9pp | 134.46%-118.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $44 | $3,411-98.7% | $5,682-99.2% | $4,126-98.9% |
| Admin fee / account holder | $18 | $5,950-99.7% | $13,212-99.9% | $5,651-99.7% |