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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 | $45,515 | $65,555-30.6% | $86,216-47.2% | $75,173-39.5% |
| Participation rate | 14.3% | 60.5%-46.2pp | 69.0%-54.7pp | 67.2%-52.9pp |
| Annual return | 12.73% | 46.07%-33.3pp | 1169.42%-1156.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $274 | $3,023-90.9% | $3,986-93.1% | $4,126-93.4% |
| Admin fee / account holder | $122 | $5,469-97.8% | $6,853-98.2% | $5,651-97.8% |