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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 | $20,187 | $61,125-67.0% | $94,057-78.5% | $87,485-76.9% |
| Participation rate | 14.0% | 64.1%-50.1pp | 73.3%-59.3pp | 68.9%-54.9pp |
| Annual return | 13.42% | 35.20%-21.8pp | 480.62%-467.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $480 | $3,260-85.3% | $4,709-89.8% | $4,274-88.8% |
| Admin fee / account holder | $212 | $5,629-96.2% | $7,244-97.1% | $7,775-97.3% |