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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 | $9,764 | $81,358-88.0% | $155,556-93.7% | $80,959-87.9% |
| Participation rate | 3.8% | 66.3%-62.4pp | 78.2%-74.4pp | 67.7%-63.8pp |
| Annual return | 14.51% | 33.39%-18.9pp | 64.84%-50.3pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $89 | $7,994-98.9% | $15,885-99.4% | $6,925-98.7% |