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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 | $21,827 | $41,150-47.0% | $80,627-72.9% | $71,511-69.5% |
| Participation rate | 5.6% | 50.3%-44.7pp | 67.0%-61.5pp | 67.9%-62.4pp |
| Annual return | 20.71% | 38.48%-17.8pp | 936.76%-916.1pp | 28.86%-8.1pp |
| Employer contribution / active EE | $0 | $1,515-100.0% | $2,723-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $313 | $2,701-88.4% | $4,443-93.0% | $4,291-92.7% |
| Admin fee / account holder | $187 | $1,841-89.9% | $5,381-96.5% | $1,588-88.2% |