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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 | $28,956 | $38,969-25.7% | $109,313-73.5% | $55,167-47.5% |
| Participation rate | 5.0% | 58.2%-53.2pp | 71.3%-66.3pp | 69.0%-64.0pp |
| Annual return | 6.31% | 8.26%-1.9pp | 22.07%-15.8pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $54 | $2,176-97.5% | $3,166-98.3% | $3,054-98.2% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |