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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 | $26,885 | $77,145-65.2% | $108,410-75.2% | $85,856-68.7% |
| Participation rate | 45.7% | 74.7%-29.0pp | 80.1%-34.4pp | 69.3%-23.6pp |
| Annual return | 16.91% | 44.54%-27.6pp | 905.34%-888.4pp | 318.58%-301.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,918 | $5,566-65.5% | $6,562-70.8% | $3,952-51.5% |
| Admin fee / account holder | $114 | $5,172-97.8% | $7,296-98.4% | $6,261-98.2% |