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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 | $27,197 | $106,749-74.5% | $145,433-81.3% | $82,448-67.0% |
| Participation rate | 1.3% | 75.6%-74.4pp | 82.1%-80.8pp | 68.1%-66.8pp |
| Annual return | 20.50% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $76 | $6,519-98.8% | $7,897-99.0% | $4,139-98.2% |
| Admin fee / account holder | $162 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |