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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 | $7,840 | $49,976-84.3% | $66,674-88.2% | $82,637-90.5% |
| Participation rate | 3.5% | 63.1%-59.6pp | 73.7%-70.2pp | 68.1%-64.5pp |
| Annual return | 17.77% | 39.09%-21.3pp | 321.24%-303.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $29 | $2,847-99.0% | $4,084-99.3% | $4,126-99.3% |
| Admin fee / account holder | $50 | $4,594-98.9% | $5,098-99.0% | $7,339-99.3% |