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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 | $29,617 | $60,119-50.7% | $90,430-67.2% | $79,858-62.9% |
| Participation rate | 11.9% | 65.0%-53.0pp | 72.7%-60.7pp | 69.6%-57.7pp |
| Annual return | 16.64% | 71.94%-55.3pp | 1293.73%-1277.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $625 | $2,938-78.7% | $3,963-84.2% | $3,740-83.3% |
| Admin fee / account holder | $235 | $3,976-94.1% | $5,613-95.8% | $5,306-95.6% |