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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 | $32,066 | $58,241-44.9% | $81,780-60.8% | $80,911-60.4% |
| Participation rate | 4.8% | 63.4%-58.7pp | 72.4%-67.6pp | 67.6%-62.9pp |
| Annual return | 17.65% | 41.73%-24.1pp | 776.27%-758.6pp | 35.63%-18.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $130 | $3,283-96.0% | $4,321-97.0% | $4,297-97.0% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |