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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 | $32,135 | $53,837-40.3% | $75,714-57.6% | $85,847-62.6% |
| Participation rate | 7.1% | 69.1%-61.9pp | 74.8%-67.7pp | 69.3%-62.2pp |
| Annual return | 13.00% | 24.54%-11.5pp | 104.62%-91.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8 | $2,895-99.7% | $3,820-99.8% | $3,952-99.8% |
| Admin fee / account holder | $183 | $3,339-94.5% | $3,619-95.0% | $6,261-97.1% |