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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 | $9,792 | $61,125-84.0% | $94,057-89.6% | $87,485-88.8% |
| Participation rate | 23.3% | 64.1%-40.7pp | 73.3%-50.0pp | 68.9%-45.6pp |
| Annual return | 16.69% | 35.20%-18.5pp | 480.62%-463.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $769 | $3,260-76.4% | $4,709-83.7% | $4,274-82.0% |
| Admin fee / account holder | $52 | $5,629-99.1% | $7,244-99.3% | $7,775-99.3% |