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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 | $18,346 | $29,667-38.2% | $56,441-67.5% | $80,874-77.3% |
| Participation rate | 4.9% | 41.7%-36.8pp | 52.5%-47.6pp | 67.6%-62.7pp |
| Annual return | 16.63% | 35.22%-18.6pp | 1704.21%-1687.6pp | 35.62%-19.0pp |
| Employer contribution / active EE | $48 | $669-92.8% | $1,039-95.4% | $2,756-98.3% |
| Participant deferral / active EE | $120 | $1,227-90.2% | $1,953-93.8% | $4,297-97.2% |
| Admin fee / account holder | $193 | $2,429-92.0% | $2,829-93.2% | $6,935-97.2% |