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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 | $33,176 | $37,156-10.7% | $83,854-60.4% | $86,983-61.9% |
| Participation rate | 2.3% | 49.1%-46.7pp | 59.1%-56.8pp | 69.5%-67.2pp |
| Annual return | 16.35% | 29.88%-13.5pp | 31.39%-15.0pp | 25.83%-9.5pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $169 | $1,418-88.1% | $2,035-91.7% | $4,194-96.0% |
| Admin fee / account holder | $0 | $2,510-100.0% | $3,197-100.0% | $7,856-100.0% |