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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 | $11,306 | $61,815-81.7% | $97,295-88.4% | $80,959-86.0% |
| Participation rate | 8.7% | 63.5%-54.8pp | 72.7%-64.0pp | 67.7%-59.0pp |
| Annual return | 15.57% | -558.73%+574.3pp | 75.62%-60.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $129 | $1,836-93.0% | $2,723-95.3% | $2,757-95.3% |
| Participant deferral / active EE | $465 | $3,027-84.6% | $4,264-89.1% | $4,300-89.2% |
| Admin fee / account holder | $16 | $5,166-99.7% | $5,646-99.7% | $6,925-99.8% |