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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 | $19,811 | $51,184-61.3% | $66,439-70.2% | $86,983-77.2% |
| Participation rate | 27.0% | 68.5%-41.5pp | 74.5%-47.5pp | 69.5%-42.5pp |
| Annual return | 14.20% | 17.07%-2.9pp | 757.66%-743.5pp | 25.83%-11.6pp |
| Employer contribution / active EE | $150 | $2,023-92.6% | $2,637-94.3% | $2,584-94.2% |
| Participant deferral / active EE | $840 | $2,927-71.3% | $3,876-78.3% | $4,194-80.0% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |