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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 | $40,597 | $79,449-48.9% | $189,558-78.6% | $85,856-52.7% |
| Participation rate | 12.9% | 66.0%-53.1pp | 78.5%-65.5pp | 69.3%-56.4pp |
| Annual return | 159.29% | 18.45%+140.8pp | 64.19%+95.1pp | 318.58%-159.3pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $735 | $4,051-81.9% | $6,174-88.1% | $3,952-81.4% |
| Admin fee / account holder | $163 | $5,377-97.0% | $9,809-98.3% | $6,261-97.4% |