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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 | $18,004 | $58,275-69.1% | $81,844-78.0% | $80,935-77.8% |
| Participation rate | 3.0% | 63.5%-60.5pp | 72.4%-69.4pp | 67.7%-64.7pp |
| Annual return | 12.51% | 41.82%-29.3pp | 778.87%-766.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $240 | $3,285-92.7% | $4,323-94.4% | $4,299-94.4% |
| Admin fee / account holder | $78 | $4,749-98.4% | $7,355-98.9% | $6,924-98.9% |