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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 | $20,302 | $91,167-77.7% | $178,498-88.6% | $79,858-74.6% |
| Participation rate | 8.3% | 69.2%-60.9pp | 81.9%-73.6pp | 69.6%-61.3pp |
| Annual return | 49.47% | 24.19%+25.3pp | 151.09%-101.6pp | 31.72%+17.7pp |
| Employer contribution / active EE | $135 | $3,255-95.8% | $5,011-97.3% | $2,471-94.5% |
| Participant deferral / active EE | $846 | $3,236-73.9% | $5,202-83.7% | $3,740-77.4% |
| Admin fee / account holder | $101 | $6,747-98.5% | $13,985-99.3% | $5,306-98.1% |