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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 | $19,574 | $77,901-74.9% | $149,717-86.9% | $75,181-74.0% |
| Participation rate | 7.7% | 65.6%-57.9pp | 78.8%-71.1pp | 67.2%-59.5pp |
| Annual return | 20.58% | 31.73%-11.1pp | 134.41%-113.8pp | 160.69%-140.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $357 | $3,411-89.5% | $5,682-93.7% | $4,126-91.3% |
| Admin fee / account holder | $208 | $5,949-96.5% | $13,213-98.4% | $5,650-96.3% |