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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 | $18,993 | $65,555-71.0% | $86,216-78.0% | $75,173-74.7% |
| Participation rate | 32.0% | 60.5%-28.5pp | 69.0%-37.0pp | 67.2%-35.2pp |
| Annual return | 21.08% | 46.07%-25.0pp | 1169.42%-1148.3pp | 160.72%-139.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $64 | $5,469-98.8% | $6,853-99.1% | $5,651-98.9% |