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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 | $24,282 | $91,179-73.4% | $178,499-86.4% | $79,852-69.6% |
| Participation rate | 6.0% | 69.2%-63.2pp | 81.9%-76.0pp | 69.6%-63.7pp |
| Annual return | 13.21% | 24.19%-11.0pp | 151.10%-137.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $89 | $3,256-97.3% | $5,011-98.2% | $2,471-96.4% |
| Participant deferral / active EE | $114 | $3,236-96.5% | $5,202-97.8% | $3,740-97.0% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |