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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 | $17,755 | $91,179-80.5% | $178,499-90.1% | $79,852-77.8% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 18.73% | 24.19%-5.5pp | 151.10%-132.4pp | 31.72%-13.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $356 | $3,236-89.0% | $5,202-93.2% | $3,740-90.5% |
| Admin fee / account holder | $5 | $6,749-99.9% | $13,986-100.0% | $5,306-99.9% |