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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 | $19,673 | $47,105-58.2% | $68,368-71.2% | $67,986-71.1% |
| Participation rate | 4.5% | 51.8%-47.3pp | 73.8%-69.2pp | 57.2%-52.7pp |
| Annual return | 18.58% | 48.37%-29.8pp | 292.57%-274.0pp | 31.67%-13.1pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $175 | $2,374-92.6% | $4,123-95.8% | $3,358-94.8% |
| Admin fee / account holder | $245 | $2,435-89.9% | $5,150-95.2% | $3,203-92.3% |