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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 | $17,109 | $49,164-65.2% | $121,169-85.9% | $75,181-77.2% |
| Participation rate | 4.0% | 55.4%-51.4pp | 69.5%-65.5pp | 67.2%-63.2pp |
| Annual return | 21.73% | 56.03%-34.3pp | 986.71%-965.0pp | 160.69%-139.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $260 | $2,628-90.1% | $4,083-93.6% | $4,126-93.7% |
| Admin fee / account holder | $129 | $3,942-96.7% | $5,645-97.7% | $5,650-97.7% |