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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 | $19,603 | $49,976-60.8% | $66,674-70.6% | $82,637-76.3% |
| Participation rate | 4.9% | 63.1%-58.2pp | 73.7%-68.8pp | 68.1%-63.1pp |
| Annual return | 23.33% | 39.09%-15.8pp | 321.24%-297.9pp | 53.51%-30.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $236 | $2,847-91.7% | $4,084-94.2% | $4,126-94.3% |
| Admin fee / account holder | $114 | $4,594-97.5% | $5,098-97.8% | $7,339-98.5% |