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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 | $12,272 | $58,848-79.1% | $88,179-86.1% | $82,637-85.1% |
| Participation rate | 18.6% | 57.9%-39.3pp | 69.1%-50.5pp | 68.1%-49.4pp |
| Annual return | 18.21% | 22.76%-4.5pp | 64.97%-46.8pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $329 | $3,124-89.5% | $4,614-92.9% | $4,126-92.0% |
| Admin fee / account holder | $79 | $4,795-98.4% | $7,673-99.0% | $7,339-98.9% |