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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 | $16,494 | $48,011-65.6% | $63,803-74.1% | $82,637-80.0% |
| Participation rate | 6.9% | 66.6%-59.7pp | 72.7%-65.8pp | 68.1%-61.2pp |
| Annual return | 12.78% | 19.84%-7.1pp | 543.72%-530.9pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $196 | $2,846-93.1% | $3,843-94.9% | $4,126-95.2% |
| Admin fee / account holder | $116 | $3,873-97.0% | $5,196-97.8% | $7,339-98.4% |