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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 | $7,021 | $51,638-86.4% | $68,368-89.7% | $82,448-91.5% |
| Participation rate | 5.6% | 63.6%-58.1pp | 73.8%-68.2pp | 68.1%-62.5pp |
| Annual return | 17.02% | 37.53%-20.5pp | 292.57%-275.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $45 | $2,914-98.5% | $4,123-98.9% | $4,139-98.9% |
| Admin fee / account holder | $76 | $4,643-98.4% | $5,150-98.5% | $7,234-98.9% |