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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 | $16,466 | $32,425-49.2% | $74,577-77.9% | $55,167-70.2% |
| Participation rate | 4.5% | 54.0%-49.5pp | 68.1%-63.6pp | 69.0%-64.4pp |
| Annual return | 10.89% | 10.63%+0.3pp | 20.47%-9.6pp | 169.23%-158.3pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $304 | $1,995-84.7% | $3,458-91.2% | $3,054-90.0% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |