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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 | $20,181 | $75,828-73.4% | $147,617-86.3% | $59,632-66.2% |
| Participation rate | 35.6% | 71.6%-36.0pp | 84.6%-49.1pp | 68.7%-33.1pp |
| Annual return | 5.56% | 0.37%+5.2pp | 61.98%-56.4pp | 2041.32%-2035.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $654 | $3,130-79.1% | $4,895-86.6% | $3,192-79.5% |
| Admin fee / account holder | $6 | $5,985-99.9% | $11,611-100.0% | $4,297-99.9% |