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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 | $14,528 | $69,518-79.1% | $59,887-75.7% | $135,379-89.3% |
| Participation rate | 14.3% | 77.8%-63.5pp | 74.7%-60.4pp | 82.6%-68.4pp |
| Annual return | 1.25% | 7.95%-6.7pp | 3.46%-2.2pp | 519.79%-518.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $169 | $4,204-96.0% | $3,402-95.0% | $5,609-97.0% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |