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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 | $61,483 | $65,041-5.5% | $90,965-32.4% | $79,858-23.0% |
| Participation rate | 2.0% | 61.6%-59.6pp | 69.0%-67.1pp | 69.6%-67.7pp |
| Annual return | 19.67% | 30.45%-10.8pp | 134.57%-114.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $473 | $2,512-81.2% | $3,373-86.0% | $3,740-87.4% |
| Admin fee / account holder | $150 | $4,536-96.7% | $5,960-97.5% | $5,306-97.2% |