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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 | $22,874 | $111,814-79.5% | $93,654-75.6% | $145,959-84.3% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 10.92% | 203.30%-192.4pp | 133.34%-122.4pp | 561.95%-551.0pp |
| Employer contribution / active EE | $180 | $3,092-94.2% | $2,421-92.6% | $4,661-96.1% |
| Participant deferral / active EE | $261 | $4,914-94.7% | $4,413-94.1% | $6,689-96.1% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |