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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 | $10,969 | $61,815-82.3% | $97,295-88.7% | $80,959-86.5% |
| Participation rate | 7.0% | 63.5%-56.5pp | 72.7%-65.7pp | 67.7%-60.7pp |
| Annual return | 15.42% | -558.73%+574.2pp | 75.62%-60.2pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $384 | $3,027-87.3% | $4,264-91.0% | $4,300-91.1% |
| Admin fee / account holder | $164 | $5,166-96.8% | $5,646-97.1% | $6,925-97.6% |