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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 | $16,382 | $46,534-64.8% | $64,097-74.4% | $75,177-78.2% |
| Participation rate | 5.6% | 65.9%-60.4pp | 72.3%-66.8pp | 67.2%-61.6pp |
| Annual return | 0.00% | 26.07%-26.1pp | 33.75%-33.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $182 | $1,976-90.8% | $2,750-93.4% | $2,671-93.2% |
| Participant deferral / active EE | $641 | $2,835-77.4% | $3,881-83.5% | $4,126-84.5% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |