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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 | $49,601 | $66,124-25.0% | $90,440-45.2% | $73,493-32.5% |
| Participation rate | 2.9% | 69.7%-66.8pp | 72.7%-69.8pp | 70.7%-67.8pp |
| Annual return | 13.30% | 17.65%-4.4pp | 1294.38%-1281.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $188 | $3,039-93.8% | $3,964-95.3% | $3,740-95.0% |
| Admin fee / account holder | $59 | $396-85.2% | $5,615-99.0% | $513-88.6% |