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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 | $20,444 | $75,962-73.1% | $154,108-86.7% | $64,173-68.1% |
| Participation rate | 13.8% | 70.4%-56.6pp | 83.0%-69.2pp | 69.6%-55.8pp |
| Annual return | 11.42% | 30.32%-18.9pp | 735.21%-723.8pp | 7.63%+3.8pp |
| Employer contribution / active EE | $172 | $3,350-94.9% | $5,298-96.8% | $2,381-92.8% |
| Participant deferral / active EE | $223 | $3,175-93.0% | $5,081-95.6% | $3,470-93.6% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |