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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 | $22,585 | $47,479-52.4% | $62,929-64.1% | $82,448-72.6% |
| Participation rate | 12.7% | 66.9%-54.2pp | 73.1%-60.4pp | 68.1%-55.4pp |
| Annual return | 14.39% | 20.34%-6.0pp | 1063.93%-1049.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $257 | $2,870-91.1% | $3,888-93.4% | $4,139-93.8% |
| Admin fee / account holder | $6 | $3,804-99.8% | $5,065-99.9% | $7,234-99.9% |