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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 | $24,616 | $335,055-92.7% | $150,298-83.6% | - |
| Participation rate | 20.2% | 50.7%-30.5pp | 77.8%-57.6pp | - |
| Annual return | 17.69% | 11.52%+6.2pp | 62.79%-45.1pp | - |
| Employer contribution / active EE | $0 | $931-100.0% | $4,154-100.0% | - |
| Participant deferral / active EE | $867 | $1,801-51.8% | $5,453-84.1% | - |
| Admin fee / account holder | $5 | $66,580-100.0% | $14,116-100.0% | - |