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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 | $23,700 | $95,580-75.2% | $76,872-69.2% | $139,466-83.0% |
| Participation rate | 41.2% | 74.0%-32.8pp | 69.6%-28.4pp | 80.3%-39.2pp |
| Annual return | 11.88% | 55.00%-43.1pp | 37.90%-26.0pp | 373.66%-361.8pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,533-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $736 | $4,623-84.1% | $3,832-80.8% | $6,712-89.0% |
| Admin fee / account holder | $131 | $8,302-98.4% | $5,476-97.6% | $11,409-98.9% |