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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 | $43,711 | $85,171-48.7% | $172,752-74.7% | $72,975-40.1% |
| Participation rate | 22.5% | 70.1%-47.6pp | 82.6%-60.1pp | 69.5%-47.0pp |
| Annual return | 230.04% | 27.32%+202.7pp | 802.97%-572.9pp | 81.01%+149.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $636 | $3,260-80.5% | $5,198-87.8% | $3,608-82.4% |
| Admin fee / account holder | $131 | $5,880-97.8% | $13,955-99.1% | $5,124-97.4% |