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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 | $11,108 | $88,603-87.5% | $69,890-84.1% | $134,545-91.7% |
| Participation rate | 12.5% | 74.9%-62.4pp | 70.5%-58.0pp | 81.2%-68.7pp |
| Annual return | 2.04% | 442.93%-440.9pp | 190.84%-188.8pp | 418.37%-416.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |