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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 | $51,664 | $58,275-11.3% | $81,844-36.9% | $80,935-36.2% |
| Participation rate | 4.3% | 63.5%-59.1pp | 72.4%-68.0pp | 67.7%-63.3pp |
| Annual return | 11.58% | 41.82%-30.2pp | 778.87%-767.3pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12 | $3,285-99.6% | $4,323-99.7% | $4,299-99.7% |
| Admin fee / account holder | $20 | $4,749-99.6% | $7,355-99.7% | $6,924-99.7% |