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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 | $28,244 | $58,275-51.5% | $81,844-65.5% | $80,935-65.1% |
| Participation rate | 18.8% | 63.5%-44.7pp | 72.4%-53.6pp | 67.7%-48.9pp |
| Annual return | 21.67% | 41.82%-20.1pp | 778.87%-757.2pp | 35.66%-14.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $247 | $3,285-92.5% | $4,323-94.3% | $4,299-94.3% |
| Admin fee / account holder | $208 | $4,749-95.6% | $7,355-97.2% | $6,924-97.0% |