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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 | $25,041 | $134,001-81.3% | $112,258-77.7% | $134,509-81.4% |
| Participation rate | 12.5% | 78.6%-66.1pp | 75.1%-62.6pp | 81.2%-68.7pp |
| Annual return | -17.90% | 47.15%-65.1pp | 27.47%-45.4pp | 418.13%-436.0pp |
| Employer contribution / active EE | $493 | $4,039-87.8% | $3,636-86.4% | $4,741-89.6% |
| Participant deferral / active EE | $761 | $5,291-85.6% | $4,728-83.9% | $6,400-88.1% |
| Admin fee / account holder | $19 | $7,491-99.7% | $6,411-99.7% | $11,427-99.8% |