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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 | $21,001 | $37,156-43.5% | $83,854-75.0% | $86,983-75.9% |
| Participation rate | 1.7% | 49.1%-47.4pp | 59.1%-57.4pp | 69.5%-67.8pp |
| Annual return | 13.40% | 29.88%-16.5pp | 31.39%-18.0pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $63 | $1,418-95.6% | $2,035-96.9% | $4,194-98.5% |
| Admin fee / account holder | $226 | $2,510-91.0% | $3,197-92.9% | $7,856-97.1% |