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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 | $18,131 | $58,311-68.9% | $81,882-77.9% | $80,959-77.6% |
| Participation rate | 19.1% | 63.5%-44.3pp | 72.4%-53.2pp | 67.7%-48.5pp |
| Annual return | 11.27% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $457 | $3,287-86.1% | $4,323-89.4% | $4,300-89.4% |
| Admin fee / account holder | $297 | $4,752-93.8% | $7,360-96.0% | $6,925-95.7% |