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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 | $24,764 | $77,901-68.2% | $149,717-83.5% | $75,181-67.1% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 16.15% | 31.73%-15.6pp | 134.41%-118.3pp | 160.69%-144.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $789 | $3,411-76.9% | $5,682-86.1% | $4,126-80.9% |
| Admin fee / account holder | $227 | $5,949-96.2% | $13,213-98.3% | $5,650-96.0% |