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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 | $12,935 | $75,541-82.9% | $152,093-91.5% | $82,637-84.3% |
| Participation rate | 3.8% | 66.5%-62.7pp | 77.8%-73.9pp | 68.1%-64.2pp |
| Annual return | 19.40% | 32.56%-13.2pp | 66.36%-47.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $46 | $3,206-98.6% | $5,451-99.2% | $4,126-98.9% |
| Admin fee / account holder | $4 | $6,405-99.9% | $14,497-100.0% | $7,339-99.9% |