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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 | $21,262 | $54,541-61.0% | $78,778-73.0% | $70,126-69.7% |
| Participation rate | 5.3% | 60.8%-55.5pp | 69.2%-63.9pp | 69.5%-64.3pp |
| Annual return | 19.15% | 21.07%-1.9pp | 35.62%-16.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $102 | $2,210-95.4% | $2,958-96.6% | $3,332-97.0% |
| Admin fee / account holder | $1 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |