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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 | $42,621 | $60,128-29.1% | $90,440-52.9% | $79,852-46.6% |
| Participation rate | 9.3% | 65.0%-55.7pp | 72.7%-63.4pp | 69.6%-60.3pp |
| Annual return | 22.22% | 71.95%-49.7pp | 1294.38%-1272.2pp | 31.72%-9.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $456 | $2,939-84.5% | $3,964-88.5% | $3,740-87.8% |
| Admin fee / account holder | $15 | $3,977-99.6% | $5,615-99.7% | $5,306-99.7% |