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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 | $9,300 | $51,638-82.0% | $68,368-86.4% | $82,448-88.7% |
| Participation rate | 4.0% | 63.6%-59.6pp | 73.8%-69.8pp | 68.1%-64.1pp |
| Annual return | 25.23% | 37.53%-12.3pp | 292.57%-267.3pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $141 | $2,914-95.1% | $4,123-96.6% | $4,139-96.6% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |