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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 | $32,620 | $49,249-33.8% | $70,476-53.7% | $79,852-59.1% |
| Participation rate | 1.6% | 69.2%-67.6pp | 75.1%-73.4pp | 69.6%-68.0pp |
| Annual return | 20.94% | 30.09%-9.2pp | 109.12%-88.2pp | 31.72%-10.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $158 | $2,769-94.3% | $3,710-95.8% | $3,740-95.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |