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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 | $10,860 | $51,638-79.0% | $68,368-84.1% | $82,448-86.8% |
| Participation rate | 3.0% | 63.6%-60.6pp | 73.8%-70.7pp | 68.1%-65.0pp |
| Annual return | 35.08% | 37.53%-2.5pp | 292.57%-257.5pp | 41.64%-6.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $168 | $2,914-94.2% | $4,123-95.9% | $4,139-95.9% |
| Admin fee / account holder | $73 | $4,643-98.4% | $5,150-98.6% | $7,234-99.0% |