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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 | $15,223 | $48,277-68.5% | $67,511-77.5% | $80,874-81.2% |
| Participation rate | 17.9% | 66.4%-48.5pp | 72.9%-55.0pp | 67.6%-49.8pp |
| Annual return | 14.99% | 18.27%-3.3pp | 3517.41%-3502.4pp | 35.62%-20.6pp |
| Employer contribution / active EE | $321 | $2,021-84.1% | $2,733-88.3% | $2,756-88.4% |
| Participant deferral / active EE | $533 | $2,926-81.8% | $4,000-86.7% | $4,297-87.6% |
| Admin fee / account holder | $77 | $3,687-97.9% | $3,999-98.1% | $6,935-98.9% |