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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 | $17,928 | $64,920-72.4% | $103,693-82.7% | $86,983-79.4% |
| Participation rate | 4.3% | 63.6%-59.2pp | 72.6%-68.3pp | 69.5%-65.2pp |
| Annual return | 18.84% | 30.29%-11.5pp | 47.61%-28.8pp | 25.83%-7.0pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $81 | $3,241-97.5% | $4,579-98.2% | $4,194-98.1% |
| Admin fee / account holder | $110 | $6,191-98.2% | $7,858-98.6% | $7,856-98.6% |