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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 | $24,574 | $106,005-76.8% | $92,239-73.4% | $147,585-83.3% |
| Participation rate | 38.5% | 80.4%-42.0pp | 76.5%-38.0pp | 82.8%-44.4pp |
| Annual return | 16.23% | 50.05%-33.8pp | 176.29%-160.1pp | 578.58%-562.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $521 | $4,478-88.4% | $3,897-86.6% | $5,439-90.4% |
| Admin fee / account holder | $263 | $6,333-95.9% | $5,194-94.9% | $10,886-97.6% |