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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 | $21,983 | $65,084-66.2% | $67,681-67.5% | $64,340-65.8% |
| Participation rate | 11.0% | 66.7%-55.7pp | 73.7%-62.7pp | 55.2%-44.2pp |
| Annual return | 12.16% | 20.50%-8.3pp | 590.58%-578.4pp | 24.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $688 | $3,210-78.6% | $3,976-82.7% | $2,980-76.9% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |