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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 | $41,829 | $99,957-58.2% | $149,745-72.1% | $73,497-43.1% |
| Participation rate | 21.4% | 75.7%-54.3pp | 82.5%-61.1pp | 70.7%-49.3pp |
| Annual return | 13.82% | 53.87%-40.1pp | 276.72%-262.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,010 | $6,073-83.4% | $6,843-85.2% | $3,740-73.0% |
| Admin fee / account holder | $274 | $551-50.3% | $9,312-97.1% | $513-46.7% |