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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 | $16,666 | $58,311-71.4% | $81,882-79.6% | $80,959-79.4% |
| Participation rate | 19.0% | 63.5%-44.5pp | 72.4%-53.4pp | 67.7%-48.7pp |
| Annual return | 12.84% | 41.85%-29.0pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $698 | $3,287-78.8% | $4,323-83.9% | $4,300-83.8% |
| Admin fee / account holder | $11 | $4,752-99.8% | $7,360-99.9% | $6,925-99.8% |