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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 | $8,834 | $58,311-84.9% | $81,882-89.2% | $80,959-89.1% |
| Participation rate | 6.7% | 63.5%-56.8pp | 72.4%-65.7pp | 67.7%-61.0pp |
| Annual return | 15.76% | 41.85%-26.1pp | 779.47%-763.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $292 | $3,287-91.1% | $4,323-93.2% | $4,300-93.2% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |