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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 | $24,590 | $56,638-56.6% | $169,390-85.5% | $74,460-67.0% |
| Participation rate | 5.9% | 67.5%-61.6pp | 77.2%-71.2pp | 70.7%-64.8pp |
| Annual return | 37.51% | 24.75%+12.8pp | 406.07%-368.6pp | 34.38%+3.1pp |
| Employer contribution / active EE | $0 | $2,027-100.0% | $4,013-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $493 | $4,223-88.3% | $6,222-92.1% | $4,530-89.1% |
| Admin fee / account holder | $296 | $307-3.3% | $9,015-96.7% | $348-14.8% |