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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 | $19,675 | $29,569-33.5% | $56,077-64.9% | $77,714-74.7% |
| Participation rate | 2.4% | 32.6%-30.2pp | 52.5%-50.1pp | 70.6%-68.2pp |
| Annual return | 14.20% | 18.90%-4.7pp | 1709.28%-1695.1pp | 31.26%-17.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $95 | $1,061-91.1% | $1,954-95.2% | $4,649-98.0% |
| Admin fee / account holder | $244 | $1,042-76.6% | $2,825-91.4% | $433-43.8% |