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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 | $7,964 | $37,446-78.7% | $77,552-89.7% | $79,856-90.0% |
| Participation rate | 4.3% | 41.5%-37.2pp | 54.2%-49.8pp | 69.6%-65.3pp |
| Annual return | 20.77% | 39.76%-19.0pp | 54.82%-34.0pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $139 | $1,261-89.0% | $1,861-92.5% | $3,741-96.3% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |