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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 | $14,112 | $84,708-83.3% | $75,714-81.4% | $167,536-91.6% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.8%-49.8pp | 82.1%-57.1pp |
| Annual return | 19.07% | 199.62%-180.6pp | 104.62%-85.6pp | 478.82%-459.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $718 | $4,577-84.3% | $3,820-81.2% | $6,342-88.7% |
| Admin fee / account holder | $24 | $5,358-99.5% | $3,619-99.3% | $12,315-99.8% |