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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 | $61,125-70.7% | $94,057-80.9% | $87,485-79.5% |
| Participation rate | 4.3% | 64.1%-59.7pp | 73.3%-69.0pp | 68.9%-64.6pp |
| Annual return | 18.84% | 35.20%-16.4pp | 480.62%-461.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $81 | $3,260-97.5% | $4,709-98.3% | $4,274-98.1% |
| Admin fee / account holder | $110 | $5,629-98.0% | $7,244-98.5% | $7,775-98.6% |