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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 | $15,264 | $45,043-66.1% | $63,005-75.8% | $70,124-78.2% |
| Participation rate | 3.8% | 69.5%-65.8pp | 74.8%-71.1pp | 69.5%-65.8pp |
| Annual return | 20.83% | 18.76%+2.1pp | 87.59%-66.8pp | 73.14%-52.3pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $163 | $2,466-93.4% | $3,329-95.1% | $3,332-95.1% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |