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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 | $9,791 | $76,407-87.2% | $150,298-93.5% | $82,448-88.1% |
| Participation rate | 5.6% | 66.4%-60.8pp | 77.8%-72.2pp | 68.1%-62.5pp |
| Annual return | 20.00% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $55 | $3,214-98.3% | $5,453-99.0% | $4,139-98.7% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |