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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 | $26,628 | $60,139-55.7% | $90,461-70.6% | $79,856-66.7% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 23.22% | 71.96%-48.7pp | 1294.76%-1271.5pp | 31.71%-8.5pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $133 | $2,939-95.5% | $3,964-96.7% | $3,741-96.5% |
| Admin fee / account holder | $107 | $3,978-97.3% | $5,617-98.1% | $5,306-98.0% |