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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 | $12,551 | $60,139-79.1% | $90,461-86.1% | $79,856-84.3% |
| Participation rate | 29.2% | 65.0%-35.8pp | 72.7%-43.5pp | 69.6%-40.5pp |
| Annual return | 16.02% | 71.96%-55.9pp | 1294.76%-1278.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $262 | $2,939-91.1% | $3,964-93.4% | $3,741-93.0% |
| Admin fee / account holder | $105 | $3,978-97.4% | $5,617-98.1% | $5,306-98.0% |