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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 | $20,692 | $48,277-57.1% | $67,511-69.4% | $80,874-74.4% |
| Participation rate | 14.0% | 66.4%-52.4pp | 72.9%-58.9pp | 67.6%-53.6pp |
| Annual return | 18.36% | 18.27%+0.1pp | 3517.41%-3499.0pp | 35.62%-17.3pp |
| Employer contribution / active EE | $197 | $2,021-90.3% | $2,733-92.8% | $2,756-92.9% |
| Participant deferral / active EE | $299 | $2,926-89.8% | $4,000-92.5% | $4,297-93.0% |
| Admin fee / account holder | $64 | $3,687-98.3% | $3,999-98.4% | $6,935-99.1% |