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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 | $27,689 | $53,128-47.9% | $86,581-68.0% | $70,124-60.5% |
| Participation rate | 15.9% | 65.3%-49.4pp | 73.5%-57.6pp | 69.5%-53.6pp |
| Annual return | 27.36% | 27.66%-0.3pp | 965.06%-937.7pp | 73.14%-45.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $377 | $2,695-86.0% | $3,609-89.5% | $3,332-88.7% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |