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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 | $10,351 | $61,125-83.1% | $94,057-89.0% | $87,485-88.2% |
| Participation rate | 1.6% | 64.1%-62.5pp | 73.3%-71.8pp | 68.9%-67.4pp |
| Annual return | 13.76% | 35.20%-21.4pp | 480.62%-466.9pp | 26.06%-12.3pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $165 | $5,629-97.1% | $7,244-97.7% | $7,775-97.9% |