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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 | $13,559 | $60,119-77.4% | $90,430-85.0% | $79,858-83.0% |
| Participation rate | 31.8% | 65.0%-33.2pp | 72.7%-40.9pp | 69.6%-37.8pp |
| Annual return | 18.89% | 71.94%-53.0pp | 1293.73%-1274.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $730 | $2,938-75.2% | $3,963-81.6% | $3,740-80.5% |
| Admin fee / account holder | $209 | $3,976-94.7% | $5,613-96.3% | $5,306-96.1% |