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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 | $12,006 | $40,275-70.2% | $57,356-79.1% | $59,633-79.9% |
| Participation rate | 14.3% | 69.1%-54.9pp | 75.1%-60.8pp | 68.7%-54.4pp |
| Annual return | 191.10% | 27.52%+163.6pp | 24.41%+166.7pp | 2041.45%-1850.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $320 | $2,400-86.6% | $3,162-89.9% | $3,192-90.0% |
| Admin fee / account holder | $8 | $2,820-99.7% | $3,357-99.8% | $4,297-99.8% |