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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 | $21,633 | $38,969-44.5% | $109,313-80.2% | $55,167-60.8% |
| Participation rate | 2.8% | 58.2%-55.5pp | 71.3%-68.5pp | 69.0%-66.2pp |
| Annual return | 8.56% | 8.26%+0.3pp | 22.07%-13.5pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $123 | $2,176-94.4% | $3,166-96.1% | $3,054-96.0% |
| Admin fee / account holder | $1 | $501-99.8% | $5,666-100.0% | $504-99.8% |