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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 | $18,733 | $57,352-67.3% | $83,831-77.7% | $64,173-70.8% |
| Participation rate | 28.9% | 68.6%-39.7pp | 76.1%-47.2pp | 69.6%-40.6pp |
| Annual return | 258.55% | 11.38%+247.2pp | 850.99%-592.4pp | 7.63%+250.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,180 | $2,993-60.6% | $4,082-71.1% | $3,470-66.0% |
| Admin fee / account holder | $7 | $4,046-99.8% | $5,479-99.9% | $4,887-99.9% |