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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 | $81,276-68.3% | $155,574-83.4% | $80,925-68.1% |
| Participation rate | 10.8% | 66.2%-55.4pp | 78.2%-67.4pp | 67.7%-56.8pp |
| Annual return | 22.02% | 33.36%-11.3pp | 64.87%-42.8pp | 35.65%-13.6pp |
| Employer contribution / active EE | $2 | $3,103-100.0% | $4,676-100.0% | $2,756-99.9% |
| Participant deferral / active EE | $566 | $3,453-83.6% | $5,629-89.9% | $4,299-86.8% |
| Admin fee / account holder | $64 | $7,993-99.2% | $15,914-99.6% | $6,940-99.1% |