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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 | $12,242 | $58,258-79.0% | $81,820-85.0% | $80,925-84.9% |
| Participation rate | 26.6% | 63.5%-36.9pp | 72.4%-45.8pp | 67.7%-41.1pp |
| Annual return | 12.35% | 41.76%-29.4pp | 777.93%-765.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $630 | $3,284-80.8% | $4,323-85.4% | $4,299-85.4% |
| Admin fee / account holder | $300 | $4,976-94.0% | $7,391-95.9% | $6,940-95.7% |