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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 | $21,664 | $53,127-59.2% | $86,597-75.0% | $70,131-69.1% |
| Participation rate | 4.6% | 65.3%-60.7pp | 73.5%-69.0pp | 69.5%-64.9pp |
| Annual return | 25.14% | 27.66%-2.5pp | 964.96%-939.8pp | 73.14%-48.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $251 | $2,696-90.7% | $3,609-93.0% | $3,332-92.5% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |