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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 | $18,167 | $46,877-61.2% | $122,354-85.2% | $70,126-74.1% |
| Participation rate | 4.0% | 58.2%-54.2pp | 71.6%-67.6pp | 69.5%-65.5pp |
| Annual return | 27.81% | 24.22%+3.6pp | 30.28%-2.5pp | 73.15%-45.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $197 | $2,167-90.9% | $3,287-94.0% | $3,332-94.1% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |