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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 | $8,647 | $51,638-83.3% | $68,368-87.4% | $82,448-89.5% |
| Participation rate | 8.0% | 63.6%-55.6pp | 73.8%-65.8pp | 68.1%-60.1pp |
| Annual return | 25.40% | 37.53%-12.1pp | 292.57%-267.2pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $451 | $2,914-84.5% | $4,123-89.1% | $4,139-89.1% |
| Admin fee / account holder | $60 | $4,643-98.7% | $5,150-98.8% | $7,234-99.2% |