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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 | $17,869 | $57,312-68.8% | $86,617-79.4% | $75,181-76.2% |
| Participation rate | 9.2% | 63.2%-54.0pp | 71.7%-62.5pp | 67.2%-58.0pp |
| Annual return | 26.35% | 2672.78%-2646.4pp | 591.91%-565.6pp | 160.69%-134.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $657 | $3,319-80.2% | $4,437-85.2% | $4,126-84.1% |
| Admin fee / account holder | $144 | $4,114-96.5% | $5,613-97.4% | $5,650-97.5% |