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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 | $16,341 | $73,546-77.8% | $63,018-74.1% | $147,586-88.9% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.8%-59.8pp | 82.8%-67.8pp |
| Annual return | 14.62% | 175.56%-160.9pp | 87.62%-73.0pp | 578.59%-564.0pp |
| Employer contribution / active EE | $141 | $3,324-95.8% | $2,761-94.9% | $4,876-97.1% |
| Participant deferral / active EE | $208 | $4,185-95.0% | $3,330-93.8% | $5,439-96.2% |
| Admin fee / account holder | $28 | $5,956-99.5% | $3,601-99.2% | $10,886-99.7% |