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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 | $19,065 | $50,637-62.3% | $86,582-78.0% | $62,293-69.4% |
| Participation rate | 17.8% | 67.9%-50.1pp | 73.5%-55.7pp | 69.5%-51.7pp |
| Annual return | 18.81% | 20.80%-2.0pp | 965.08%-946.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $579 | $2,611-77.8% | $3,609-83.9% | $3,169-81.7% |
| Admin fee / account holder | $43 | $413-89.6% | $4,904-99.1% | $479-91.0% |