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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 | $33,632 | $85,171-60.5% | $172,753-80.5% | $72,976-53.9% |
| Participation rate | 25.5% | 70.1%-44.6pp | 82.6%-57.2pp | 69.5%-44.0pp |
| Annual return | 19.61% | 27.32%-7.7pp | 803.00%-783.4pp | 81.02%-61.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $720 | $3,260-77.9% | $5,198-86.2% | $3,608-80.1% |
| Admin fee / account holder | $53 | $5,880-99.1% | $13,956-99.6% | $5,124-99.0% |