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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 | $10,889 | $51,638-78.9% | $68,368-84.1% | $82,448-86.8% |
| Participation rate | 7.4% | 63.6%-56.2pp | 73.8%-66.3pp | 68.1%-60.7pp |
| Annual return | 25.08% | 37.53%-12.5pp | 292.57%-267.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $238 | $2,914-91.8% | $4,123-94.2% | $4,139-94.2% |
| Admin fee / account holder | $102 | $4,643-97.8% | $5,150-98.0% | $7,234-98.6% |