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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 | $61,125-84.8% | $94,057-90.1% | $87,485-89.4% |
| Participation rate | 4.0% | 64.1%-60.1pp | 73.3%-69.3pp | 68.9%-64.9pp |
| Annual return | 25.23% | 35.20%-10.0pp | 480.62%-455.4pp | 26.06%-0.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $141 | $3,260-95.7% | $4,709-97.0% | $4,274-96.7% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |