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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 | $52,256 | $68,394-23.6% | $94,672-44.8% | $75,177-30.5% |
| Participation rate | 15.0% | 76.1%-61.1pp | 80.8%-65.8pp | 67.2%-52.2pp |
| Annual return | 17.70% | 616.92%-599.2pp | 156.89%-139.2pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $369 | $6,536-94.4% | $7,417-95.0% | $4,126-91.1% |
| Admin fee / account holder | $252 | $5,326-95.3% | $7,222-96.5% | $5,651-95.5% |