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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 | $9,670 | $49,896-80.6% | $80,627-88.0% | $75,173-87.1% |
| Participation rate | 13.5% | 55.3%-41.8pp | 67.0%-53.5pp | 67.2%-53.7pp |
| Annual return | 21.18% | 34.67%-13.5pp | 936.76%-915.6pp | 160.72%-139.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $445 | $2,992-85.1% | $4,443-90.0% | $4,126-89.2% |
| Admin fee / account holder | $150 | $3,578-95.8% | $5,381-97.2% | $5,651-97.3% |