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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 | $13,031 | $51,638-74.8% | $68,368-80.9% | $82,448-84.2% |
| Participation rate | 8.5% | 63.6%-55.1pp | 73.8%-65.2pp | 68.1%-59.6pp |
| Annual return | 15.12% | 37.53%-22.4pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $327 | $2,914-88.8% | $4,123-92.1% | $4,139-92.1% |
| Admin fee / account holder | $122 | $4,643-97.4% | $5,150-97.6% | $7,234-98.3% |