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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 | $50,554-56.9% | $67,681-67.8% | $87,485-75.1% |
| Participation rate | 9.7% | 67.7%-58.0pp | 73.7%-64.0pp | 68.9%-59.2pp |
| Annual return | 18.97% | 17.81%+1.2pp | 590.58%-571.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $240 | $2,961-91.9% | $3,976-94.0% | $4,274-94.4% |
| Admin fee / account holder | $20 | $4,132-99.5% | $6,100-99.7% | $7,775-99.7% |