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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 | $13,787 | $58,311-76.4% | $81,882-83.2% | $80,959-83.0% |
| Participation rate | 7.2% | 63.5%-56.3pp | 72.4%-65.2pp | 67.7%-60.4pp |
| Annual return | 13.29% | 41.85%-28.6pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $220 | $3,287-93.3% | $4,323-94.9% | $4,300-94.9% |
| Admin fee / account holder | $269 | $4,752-94.3% | $7,360-96.3% | $6,925-96.1% |