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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 | $21,779 | $51,184-57.5% | $66,439-67.2% | $86,983-75.0% |
| Participation rate | 9.7% | 68.5%-58.8pp | 74.5%-64.8pp | 69.5%-59.8pp |
| Annual return | 18.97% | 17.07%+1.9pp | 757.66%-738.7pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $240 | $2,927-91.8% | $3,876-93.8% | $4,194-94.3% |
| Admin fee / account holder | $20 | $4,154-99.5% | $6,173-99.7% | $7,856-99.7% |