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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 | $46,924 | $65,961-28.9% | $180,320-74.0% | $94,015-50.1% |
| Participation rate | 23.1% | 61.3%-38.2pp | 71.5%-48.5pp | 70.8%-47.7pp |
| Annual return | 19.98% | 14.27%+5.7pp | 778.54%-758.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $178 | $1,737-89.7% | $4,108-95.7% | $2,790-93.6% |
| Participant deferral / active EE | $1,139 | $3,003-62.1% | $4,304-73.5% | $4,249-73.2% |
| Admin fee / account holder | $251 | $4,901-94.9% | $10,000-97.5% | $8,951-97.2% |