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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 | $13,896 | $58,258-76.1% | $81,820-83.0% | $80,925-82.8% |
| Participation rate | 9.6% | 63.5%-53.9pp | 72.4%-62.8pp | 67.7%-58.1pp |
| Annual return | 14.87% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $457 | $3,284-86.1% | $4,323-89.4% | $4,299-89.4% |
| Admin fee / account holder | $132 | $4,976-97.4% | $7,391-98.2% | $6,940-98.1% |