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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 | $12,658 | $40,275-68.6% | $57,356-77.9% | $59,633-78.8% |
| Participation rate | 6.5% | 69.1%-62.6pp | 75.1%-68.6pp | 68.7%-62.1pp |
| Annual return | 0.37% | 27.52%-27.2pp | 24.41%-24.0pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $340 | $2,400-85.8% | $3,162-89.3% | $3,192-89.4% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |