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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 | $34,596 | $57,352-39.7% | $83,831-58.7% | $64,173-46.1% |
| Participation rate | 7.1% | 68.6%-61.5pp | 76.1%-69.0pp | 69.6%-62.4pp |
| Annual return | 25.44% | 11.38%+14.1pp | 850.99%-825.5pp | 7.63%+17.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $40 | $2,993-98.7% | $4,082-99.0% | $3,470-98.9% |
| Admin fee / account holder | $43 | $4,046-98.9% | $5,479-99.2% | $4,887-99.1% |