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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 | $6,510 | $25,014-74.0% | $69,632-90.7% | $80,959-92.0% |
| Participation rate | 11.1% | 64.2%-53.1pp | 66.4%-55.3pp | 67.7%-56.6pp |
| Annual return | 22.60% | 19.08%+3.5pp | 101.32%-78.7pp | 35.67%-13.1pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $484 | $1,840-73.7% | $2,889-83.2% | $4,300-88.7% |
| Admin fee / account holder | $0 | $2,491-100.0% | $4,695-100.0% | $6,925-100.0% |