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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 | $19,079 | $52,188-63.4% | $86,656-78.0% | $74,473-74.4% |
| Participation rate | 6.1% | 66.3%-60.3pp | 71.7%-65.6pp | 70.7%-64.7pp |
| Annual return | 16.36% | 44.46%-28.1pp | 593.09%-576.7pp | 34.36%-18.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,025-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $399 | $3,383-88.2% | $4,439-91.0% | $4,530-91.2% |
| Admin fee / account holder | $150 | $319-53.0% | $5,619-97.3% | $347-56.8% |