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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 | $25,810 | $102,429-74.8% | $147,096-82.5% | $80,925-68.1% |
| Participation rate | 9.8% | 75.9%-66.1pp | 82.2%-72.4pp | 67.7%-57.9pp |
| Annual return | 15.53% | 135.02%-119.5pp | 419.75%-404.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,390 | $6,649-79.1% | $8,071-82.8% | $4,299-67.7% |
| Admin fee / account holder | $212 | $7,957-97.3% | $13,005-98.4% | $6,940-96.9% |