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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 | $11,766 | $51,638-77.2% | $129,406-90.9% | $80,959-85.5% |
| Participation rate | 10.9% | 56.9%-46.0pp | 69.6%-58.7pp | 67.7%-56.8pp |
| Annual return | 16.47% | 20.78%-4.3pp | 9468.18%-9451.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $174 | $1,584-89.0% | $4,155-95.8% | $2,757-93.7% |
| Participant deferral / active EE | $242 | $2,670-90.9% | $4,167-94.2% | $4,300-94.4% |
| Admin fee / account holder | $100 | $4,313-97.7% | $7,689-98.7% | $6,925-98.6% |