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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 | $12,475 | $47,479-73.7% | $62,929-80.2% | $82,448-84.9% |
| Participation rate | 18.5% | 66.9%-48.4pp | 73.1%-54.6pp | 68.1%-49.5pp |
| Annual return | 23.81% | 20.34%+3.5pp | 1063.93%-1040.1pp | 41.64%-17.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $634 | $2,870-77.9% | $3,888-83.7% | $4,139-84.7% |
| Admin fee / account holder | $101 | $3,804-97.3% | $5,065-98.0% | $7,234-98.6% |