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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 | $23,144 | $105,960-78.2% | $81,726-71.7% | $158,982-85.4% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 21.54% | 38.19%-16.6pp | 29.49%-8.0pp | 302.99%-281.5pp |
| Employer contribution / active EE | $76 | $7,805-99.0% | $4,311-98.2% | $4,763-98.4% |
| Participant deferral / active EE | $446 | $13,011-96.6% | $7,108-93.7% | $5,983-92.5% |
| Admin fee / account holder | $0 | $8,494-100.0% | $5,160-100.0% | $11,252-100.0% |