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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 | $19,452 | $75,832-74.3% | $147,618-86.8% | $59,633-67.4% |
| Participation rate | 26.4% | 71.6%-45.2pp | 84.6%-58.2pp | 68.7%-42.3pp |
| Annual return | 9.07% | 0.37%+8.7pp | 61.98%-52.9pp | 2041.40%-2032.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $546 | $3,131-82.5% | $4,895-88.8% | $3,192-82.9% |
| Admin fee / account holder | $167 | $5,986-97.2% | $11,612-98.6% | $4,297-96.1% |