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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 | $27,666 | $91,167-69.7% | $178,498-84.5% | $79,858-65.4% |
| Participation rate | 6.4% | 69.2%-62.8pp | 81.9%-75.5pp | 69.6%-63.3pp |
| Annual return | 17.25% | 24.19%-6.9pp | 151.09%-133.8pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $137 | $3,236-95.8% | $5,202-97.4% | $3,740-96.3% |
| Admin fee / account holder | $4 | $6,747-99.9% | $13,985-100.0% | $5,306-99.9% |