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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 | $51,606-77.2% | $129,339-90.9% | $80,911-85.5% |
| Participation rate | 10.9% | 57.0%-46.1pp | 69.6%-58.7pp | 67.6%-56.7pp |
| Annual return | 16.47% | 20.76%-4.3pp | 9437.05%-9420.6pp | 35.63%-19.2pp |
| Employer contribution / active EE | $174 | $1,582-89.0% | $4,154-95.8% | $2,756-93.7% |
| Participant deferral / active EE | $242 | $2,669-90.9% | $4,170-94.2% | $4,297-94.4% |
| Admin fee / account holder | $100 | $4,310-97.7% | $7,668-98.7% | $6,935-98.6% |