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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 | $22,777 | $75,832-70.0% | $147,617-84.6% | $59,633-61.8% |
| Participation rate | 17.9% | 71.6%-53.7pp | 84.6%-66.8pp | 68.7%-50.8pp |
| Annual return | 1.39% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $400 | $3,131-87.2% | $4,895-91.8% | $3,192-87.5% |
| Admin fee / account holder | $5 | $5,986-99.9% | $11,612-100.0% | $4,297-99.9% |