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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 | $19,005 | $49,976-62.0% | $66,674-71.5% | $82,637-77.0% |
| Participation rate | 4.8% | 63.1%-58.3pp | 73.7%-68.9pp | 68.1%-63.3pp |
| Annual return | 21.80% | 39.09%-17.3pp | 321.24%-299.4pp | 53.51%-31.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $280 | $2,847-90.2% | $4,084-93.2% | $4,126-93.2% |
| Admin fee / account holder | $3 | $4,594-99.9% | $5,098-100.0% | $7,339-100.0% |