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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 | $84,696-84.3% | $75,702-82.5% | $167,497-92.1% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.8%-51.0pp | 82.1%-58.3pp |
| Annual return | 22.91% | 199.42%-176.5pp | 104.56%-81.6pp | 478.62%-455.7pp |
| Employer contribution / active EE | $156 | $3,230-95.2% | $2,743-94.3% | $4,838-96.8% |
| Participant deferral / active EE | $471 | $4,580-89.7% | $3,822-87.7% | $6,341-92.6% |
| Admin fee / account holder | $19 | $5,356-99.7% | $3,619-99.5% | $12,310-99.8% |