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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 | $12,544 | $60,128-79.1% | $90,440-86.1% | $79,852-84.3% |
| Participation rate | 18.4% | 65.0%-46.6pp | 72.7%-54.3pp | 69.6%-51.3pp |
| Annual return | 12.77% | 71.95%-59.2pp | 1294.38%-1281.6pp | 31.72%-19.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $640 | $2,939-78.2% | $3,964-83.8% | $3,740-82.9% |
| Admin fee / account holder | $219 | $3,977-94.5% | $5,615-96.1% | $5,306-95.9% |