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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 | $39,051 | $91,167-57.2% | $178,498-78.1% | $79,858-51.1% |
| Participation rate | 5.1% | 69.2%-64.1pp | 81.9%-76.8pp | 69.6%-64.5pp |
| Annual return | 17.41% | 24.19%-6.8pp | 151.09%-133.7pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $83 | $3,236-97.4% | $5,202-98.4% | $3,740-97.8% |
| Admin fee / account holder | $148 | $6,747-97.8% | $13,985-98.9% | $5,306-97.2% |