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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 | $58,241-76.3% | $81,780-83.1% | $80,911-83.0% |
| Participation rate | 7.2% | 63.4%-56.2pp | 72.4%-65.1pp | 67.6%-60.4pp |
| Annual return | 13.29% | 41.73%-28.4pp | 776.27%-763.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $220 | $3,283-93.3% | $4,321-94.9% | $4,297-94.9% |
| Admin fee / account holder | $269 | $4,973-94.6% | $7,384-96.4% | $6,935-96.1% |