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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 | $10,687 | $51,638-79.3% | $68,368-84.4% | $82,448-87.0% |
| Participation rate | 5.0% | 63.6%-58.6pp | 73.8%-68.8pp | 68.1%-63.1pp |
| Annual return | 16.54% | 37.53%-21.0pp | 292.57%-276.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $111 | $2,914-96.2% | $4,123-97.3% | $4,139-97.3% |
| Admin fee / account holder | $62 | $4,643-98.7% | $5,150-98.8% | $7,234-99.1% |