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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 | $21,837 | $39,132-44.2% | $57,196-61.8% | $62,881-65.3% |
| Participation rate | 40.5% | 70.5%-29.9pp | 75.3%-34.8pp | 69.3%-28.8pp |
| Annual return | 813.89% | 9.24%+804.7pp | 14.59%+799.3pp | 20.14%+793.7pp |
| Employer contribution / active EE | $82 | $1,874-95.6% | $2,683-96.9% | $2,281-96.4% |
| Participant deferral / active EE | $111 | $2,374-95.3% | $3,096-96.4% | $3,203-96.5% |
| Admin fee / account holder | $65 | $2,594-97.5% | $3,141-97.9% | $4,296-98.5% |