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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 | $23,842 | $81,233-70.7% | $155,567-84.7% | $80,874-70.5% |
| Participation rate | 8.3% | 66.2%-57.9pp | 78.2%-69.9pp | 67.6%-59.3pp |
| Annual return | 15.33% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $338 | $3,101-89.1% | $4,674-92.8% | $2,756-87.7% |
| Participant deferral / active EE | $666 | $3,452-80.7% | $5,628-88.2% | $4,297-84.5% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |