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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 | $27,687 | $129,959-78.7% | $104,301-73.5% | $134,532-79.4% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | 82.70% | 42.04%+40.7pp | 24.61%+58.1pp | 418.27%-335.6pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $842 | $5,589-84.9% | $4,626-81.8% | $6,401-86.8% |
| Admin fee / account holder | $107 | $9,325-98.9% | $7,340-98.5% | $11,429-99.1% |