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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 | $29,420 | $124,346-76.3% | $111,308-73.6% | $167,536-82.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 11.07% | 37.45%-26.4pp | 54.67%-43.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $239 | $5,182-95.4% | $4,487-94.7% | $6,342-96.2% |
| Admin fee / account holder | $93 | $10,621-99.1% | $7,965-98.8% | $12,315-99.2% |