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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 | $17,189 | $53,127-67.6% | $86,597-80.2% | $70,131-75.5% |
| Participation rate | 5.4% | 65.3%-60.0pp | 73.5%-68.2pp | 69.5%-64.2pp |
| Annual return | 28.81% | 27.66%+1.1pp | 964.96%-936.2pp | 73.14%-44.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $377 | $2,696-86.0% | $3,609-89.6% | $3,332-88.7% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |