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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 | $16,792 | $77,908-78.4% | $149,696-88.8% | $75,173-77.7% |
| Participation rate | 2.9% | 65.6%-62.6pp | 78.8%-75.8pp | 67.2%-64.3pp |
| Annual return | 17.96% | 31.73%-13.8pp | 134.46%-116.5pp | 160.72%-142.8pp |
| Employer contribution / active EE | $216 | $3,138-93.1% | $4,821-95.5% | $2,671-91.9% |
| Participant deferral / active EE | $54 | $3,411-98.4% | $5,682-99.0% | $4,126-98.7% |
| Admin fee / account holder | $233 | $5,950-96.1% | $13,212-98.2% | $5,651-95.9% |