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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 | $10,023 | $61,125-83.6% | $94,057-89.3% | $87,485-88.5% |
| Participation rate | 11.5% | 64.1%-52.5pp | 73.3%-61.8pp | 68.9%-57.4pp |
| Annual return | 16.10% | 35.20%-19.1pp | 480.62%-464.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $198 | $3,260-93.9% | $4,709-95.8% | $4,274-95.4% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |