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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 | $19,489 | $95,406-79.6% | $185,849-89.5% | $85,847-77.3% |
| Participation rate | 43.5% | 68.8%-25.3pp | 81.7%-38.2pp | 69.3%-25.8pp |
| Annual return | 11.99% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $799 | $3,424-76.7% | $5,569-85.7% | $3,952-79.8% |
| Admin fee / account holder | $184 | $7,214-97.5% | $16,244-98.9% | $6,261-97.1% |