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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 | $13,923 | $49,164-71.7% | $121,169-88.5% | $75,181-81.5% |
| Participation rate | 17.6% | 55.4%-37.8pp | 69.5%-51.9pp | 67.2%-49.6pp |
| Annual return | 23.02% | 56.03%-33.0pp | 986.71%-963.7pp | 160.69%-137.7pp |
| Employer contribution / active EE | $171 | $1,546-89.0% | $4,168-95.9% | $2,671-93.6% |
| Participant deferral / active EE | $700 | $2,628-73.4% | $4,083-82.9% | $4,126-83.0% |
| Admin fee / account holder | $78 | $3,942-98.0% | $5,645-98.6% | $5,650-98.6% |