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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 | $15,551 | $45,022-65.5% | $85,240-81.8% | $200,096-92.2% |
| Participation rate | 0.4% | 45.8%-45.5pp | 67.5%-67.1pp | 72.0%-71.6pp |
| Annual return | 14.57% | 21.00%-6.4pp | 66.75%-52.2pp | 34.26%-19.7pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $5 | $2,682-99.8% | $4,527-99.9% | $5,090-99.9% |
| Admin fee / account holder | $37 | $585-93.7% | $6,165-99.4% | $269-86.3% |