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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 | $15,074 | $75,541-80.0% | $152,093-90.1% | $82,637-81.8% |
| Participation rate | 2.4% | 66.5%-64.1pp | 77.8%-75.3pp | 68.1%-65.6pp |
| Annual return | 15.89% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $40 | $3,206-98.8% | $5,451-99.3% | $4,126-99.0% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |