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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 | $20,436 | $60,119-66.0% | $90,430-77.4% | $79,858-74.4% |
| Participation rate | 5.1% | 65.0%-59.9pp | 72.7%-67.6pp | 69.6%-64.6pp |
| Annual return | 22.58% | 71.94%-49.4pp | 1293.73%-1271.1pp | 31.72%-9.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $313 | $2,938-89.4% | $3,963-92.1% | $3,740-91.6% |
| Admin fee / account holder | $94 | $3,976-97.6% | $5,613-98.3% | $5,306-98.2% |