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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 | $25,789 | $81,358-68.3% | $155,556-83.4% | $80,959-68.1% |
| Participation rate | 10.8% | 66.3%-55.5pp | 78.2%-67.4pp | 67.7%-56.9pp |
| Annual return | 22.02% | 33.39%-11.4pp | 64.84%-42.8pp | 35.67%-13.6pp |
| Employer contribution / active EE | $2 | $3,106-100.0% | $4,675-100.0% | $2,757-99.9% |
| Participant deferral / active EE | $566 | $3,455-83.6% | $5,631-89.9% | $4,300-86.8% |
| Admin fee / account holder | $64 | $7,994-99.2% | $15,885-99.6% | $6,925-99.1% |