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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 | $11,737 | $23,330-49.7% | $64,489-81.8% | $82,448-85.8% |
| Participation rate | 10.0% | 68.3%-58.3pp | 67.7%-57.7pp | 68.1%-58.1pp |
| Annual return | 15.13% | 83.66%-68.5pp | 55.03%-39.9pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $424 | $1,707-75.1% | $2,778-84.7% | $4,139-89.8% |
| Admin fee / account holder | $0 | $2,946-100.0% | $4,260-100.0% | $7,234-100.0% |