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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 | $10,721 | $37,436-71.4% | $77,513-86.2% | $79,858-86.6% |
| Participation rate | 3.8% | 41.5%-37.7pp | 54.2%-50.3pp | 69.6%-65.8pp |
| Annual return | 25.77% | 39.75%-14.0pp | 54.81%-29.0pp | 31.72%-5.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $108 | $1,261-91.4% | $1,861-94.2% | $3,740-97.1% |
| Admin fee / account holder | $22 | $2,505-99.1% | $2,859-99.2% | $5,306-99.6% |