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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 | $11,250 | $75,541-85.1% | $152,093-92.6% | $82,637-86.4% |
| Participation rate | 13.9% | 66.5%-52.7pp | 77.8%-63.9pp | 68.1%-54.2pp |
| Annual return | 16.69% | 32.56%-15.9pp | 66.36%-49.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $195 | $3,206-93.9% | $5,451-96.4% | $4,126-95.3% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |