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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 | $13,263 | $84,741-84.3% | $75,731-82.5% | $167,553-92.1% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.8%-51.0pp | 82.1%-58.3pp |
| Annual return | 22.91% | 199.72%-176.8pp | 104.65%-81.7pp | 478.89%-456.0pp |
| Employer contribution / active EE | $156 | $3,230-95.2% | $2,743-94.3% | $4,840-96.8% |
| Participant deferral / active EE | $471 | $4,577-89.7% | $3,820-87.7% | $6,343-92.6% |
| Admin fee / account holder | $19 | $5,361-99.7% | $3,620-99.5% | $12,316-99.8% |