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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 | $40,323 | $149,679-73.1% | $117,039-65.5% | $147,586-72.7% |
| Participation rate | 25.0% | 83.5%-58.5pp | 77.2%-52.2pp | 82.8%-57.8pp |
| Annual return | 30.12% | 19.31%+10.8pp | 18.95%+11.2pp | 578.59%-548.5pp |
| Employer contribution / active EE | $20 | $4,937-99.6% | $3,785-99.5% | $4,876-99.6% |
| Participant deferral / active EE | $642 | $4,912-86.9% | $3,929-83.7% | $5,439-88.2% |
| Admin fee / account holder | $86 | $7,856-98.9% | $5,974-98.6% | $10,886-99.2% |