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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 | $27,739 | $65,960-57.9% | $81,882-66.1% | $77,762-64.3% |
| Participation rate | 6.2% | 65.8%-59.6pp | 72.4%-66.2pp | 70.6%-64.4pp |
| Annual return | 11.98% | 26.64%-14.7pp | 779.47%-767.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $568 | $3,505-83.8% | $4,323-86.9% | $4,651-87.8% |
| Admin fee / account holder | $173 | $526-67.1% | $7,360-97.6% | $433-60.0% |