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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 | $43,837 | $46,732-6.2% | $156,551-72.0% | $55,167-20.5% |
| Participation rate | 0.8% | 65.8%-65.0pp | 84.0%-83.2pp | 69.0%-68.1pp |
| Annual return | 8.14% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6 | $2,204-99.7% | $4,871-99.9% | $3,054-99.8% |
| Admin fee / account holder | $19 | $418-95.5% | $13,028-99.9% | $504-96.2% |