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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 | $13,453 | $77,908-82.7% | $149,696-91.0% | $75,173-82.1% |
| Participation rate | 17.5% | 65.6%-48.1pp | 78.8%-61.3pp | 67.2%-49.7pp |
| Annual return | 160.23% | 31.73%+128.5pp | 134.46%+25.8pp | 160.72%-0.5pp |
| Employer contribution / active EE | $225 | $3,138-92.8% | $4,821-95.3% | $2,671-91.6% |
| Participant deferral / active EE | $737 | $3,411-78.4% | $5,682-87.0% | $4,126-82.1% |
| Admin fee / account holder | $205 | $5,950-96.6% | $13,212-98.5% | $5,651-96.4% |