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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 | $11,811 | $48,337-75.6% | $67,560-82.5% | $80,959-85.4% |
| Participation rate | 18.5% | 66.4%-47.9pp | 72.9%-54.4pp | 67.7%-49.1pp |
| Annual return | 11.91% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $427 | $2,928-85.4% | $4,004-89.3% | $4,300-90.1% |
| Admin fee / account holder | $82 | $3,695-97.8% | $3,994-97.9% | $6,925-98.8% |