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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 | $17,144 | $58,848-70.9% | $88,179-80.6% | $82,637-79.3% |
| Participation rate | 4.3% | 57.9%-53.6pp | 69.1%-64.8pp | 68.1%-63.7pp |
| Annual return | 20.68% | 22.76%-2.1pp | 64.97%-44.3pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $150 | $3,124-95.2% | $4,614-96.8% | $4,126-96.4% |
| Admin fee / account holder | $16 | $4,795-99.7% | $7,673-99.8% | $7,339-99.8% |