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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 | $23,475 | $65,423-64.1% | $98,477-76.2% | $85,856-72.7% |
| Participation rate | 6.9% | 65.0%-58.1pp | 73.3%-66.4pp | 69.3%-62.4pp |
| Annual return | 31.03% | 21.76%+9.3pp | 1493.59%-1462.6pp | 318.58%-287.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $573 | $3,167-81.9% | $4,276-86.6% | $3,952-85.5% |
| Admin fee / account holder | $84 | $4,594-98.2% | $5,951-98.6% | $6,261-98.7% |