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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 | $26,364 | $34,316-23.2% | $74,723-64.7% | $72,976-63.9% |
| Participation rate | 13.9% | 42.4%-28.5pp | 54.5%-40.6pp | 69.5%-55.6pp |
| Annual return | 23.11% | 26.58%-3.5pp | 753.18%-730.1pp | 81.02%-57.9pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $271 | $1,272-78.7% | $1,962-86.2% | $3,608-92.5% |
| Admin fee / account holder | $53 | $2,125-97.5% | $3,335-98.4% | $5,124-99.0% |