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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 | $23,356 | $61,125-61.8% | $94,057-75.2% | $87,485-73.3% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.3%-53.3pp | 68.9%-48.9pp |
| Annual return | 17.58% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $752 | $3,260-76.9% | $4,709-84.0% | $4,274-82.4% |
| Admin fee / account holder | $11 | $5,629-99.8% | $7,244-99.8% | $7,775-99.9% |