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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 | $10,176 | $35,183-71.1% | $73,545-86.2% | $70,124-85.5% |
| Participation rate | 7.3% | 42.9%-35.6pp | 54.9%-47.6pp | 69.5%-62.2pp |
| Annual return | 16.26% | 26.90%-10.6pp | -15.16%+31.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $97 | $1,220-92.0% | $1,806-94.6% | $3,332-97.1% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |