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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 | $15,602 | $58,311-73.2% | $81,882-80.9% | $80,959-80.7% |
| Participation rate | 2.8% | 63.5%-60.7pp | 72.4%-69.6pp | 67.7%-64.9pp |
| Annual return | 12.55% | 41.85%-29.3pp | 779.47%-766.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $87 | $3,287-97.4% | $4,323-98.0% | $4,300-98.0% |
| Admin fee / account holder | $187 | $4,752-96.1% | $7,360-97.5% | $6,925-97.3% |