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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 | $45,336 | $70,684-35.9% | $169,397-73.2% | $75,177-39.7% |
| Participation rate | 7.9% | 64.8%-56.9pp | 77.2%-69.3pp | 67.2%-59.3pp |
| Annual return | 15.20% | 36.38%-21.2pp | 406.23%-391.0pp | 160.75%-145.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $105 | $4,310-97.6% | $6,223-98.3% | $4,126-97.5% |
| Admin fee / account holder | $30 | $5,404-99.4% | $9,017-99.7% | $5,651-99.5% |