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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 | $11,590 | $77,901-85.1% | $149,717-92.3% | $75,181-84.6% |
| Participation rate | 11.1% | 65.6%-54.5pp | 78.8%-67.7pp | 67.2%-56.1pp |
| Annual return | 16.52% | 31.73%-15.2pp | 134.41%-117.9pp | 160.69%-144.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $96 | $3,411-97.2% | $5,682-98.3% | $4,126-97.7% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |