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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 | $25,754 | $75,959-66.1% | $154,114-83.3% | $64,181-59.9% |
| Participation rate | 5.6% | 70.4%-64.8pp | 83.0%-77.4pp | 69.6%-63.9pp |
| Annual return | 2.10% | 30.32%-28.2pp | 735.16%-733.1pp | 7.63%-5.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $103 | $3,175-96.8% | $5,081-98.0% | $3,470-97.0% |
| Admin fee / account holder | $162 | $5,589-97.1% | $13,411-98.8% | $4,887-96.7% |