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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 | $20,554 | $109,872-81.3% | $98,483-79.1% | $167,536-87.7% |
| Participation rate | 30.4% | 75.8%-45.4pp | 73.3%-42.9pp | 82.1%-51.7pp |
| Annual return | 17.69% | 1959.31%-1941.6pp | 1494.38%-1476.7pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $637 | $4,673-86.4% | $4,276-85.1% | $6,342-90.0% |
| Admin fee / account holder | $38 | $6,757-99.4% | $5,953-99.4% | $12,315-99.7% |