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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 | $16,234 | $80,812-79.9% | $160,784-89.9% | $82,448-80.3% |
| Participation rate | 14.1% | 66.2%-52.2pp | 77.0%-62.9pp | 68.1%-54.0pp |
| Annual return | 19.89% | 100.59%-80.7pp | 1803.92%-1784.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $146 | $4,335-96.6% | $6,293-97.7% | $4,139-96.5% |
| Admin fee / account holder | $18 | $7,695-99.8% | $9,717-99.8% | $7,234-99.8% |