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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 | $3,382 | $64,480-94.8% | - | $139,466-97.6% |
| Participation rate | 15.4% | 66.6%-51.2pp | - | 80.3%-64.9pp |
| Annual return | 25.32% | 4.96%+20.4pp | - | 373.66%-348.3pp |
| Employer contribution / active EE | $47 | $6,857-99.3% | - | $4,754-99.0% |
| Participant deferral / active EE | $77 | $2,915-97.4% | - | $6,712-98.9% |
| Admin fee / account holder | $26 | $3,931-99.3% | - | $11,409-99.8% |