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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 | $27,832 | $70,684-60.6% | $169,390-83.6% | $75,173-63.0% |
| Participation rate | 33.3% | 64.8%-31.5pp | 77.2%-43.8pp | 67.2%-33.9pp |
| Annual return | 15.33% | 36.38%-21.1pp | 406.07%-390.7pp | 160.72%-145.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $958 | $4,310-77.8% | $6,222-84.6% | $4,126-76.8% |
| Admin fee / account holder | $192 | $5,404-96.5% | $9,015-97.9% | $5,651-96.6% |