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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 | $7,653 | $58,258-86.9% | $81,820-90.6% | $80,925-90.5% |
| Participation rate | 13.2% | 63.5%-50.3pp | 72.4%-59.2pp | 67.7%-54.5pp |
| Annual return | 14.87% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $116 | $2,345-95.1% | $2,915-96.0% | $2,756-95.8% |
| Participant deferral / active EE | $115 | $3,284-96.5% | $4,323-97.3% | $4,299-97.3% |
| Admin fee / account holder | $219 | $4,976-95.6% | $7,391-97.0% | $6,940-96.8% |