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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 | $7,785 | $51,638-84.9% | $68,368-88.6% | $82,448-90.6% |
| Participation rate | 3.4% | 63.6%-60.2pp | 73.8%-70.3pp | 68.1%-64.6pp |
| Annual return | 21.19% | 37.53%-16.3pp | 292.57%-271.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $36 | $2,914-98.8% | $4,123-99.1% | $4,139-99.1% |
| Admin fee / account holder | $82 | $4,643-98.2% | $5,150-98.4% | $7,234-98.9% |