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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 | $34,330 | $52,279-34.3% | $89,435-61.6% | $79,856-57.0% |
| Participation rate | 4.3% | 57.5%-53.2pp | 68.0%-63.6pp | 69.6%-65.3pp |
| Annual return | 40.79% | 22.16%+18.6pp | 245.55%-204.8pp | 31.71%+9.1pp |
| Employer contribution / active EE | $153 | $1,572-90.3% | $2,587-94.1% | $2,471-93.8% |
| Participant deferral / active EE | $559 | $2,740-79.6% | $3,890-85.6% | $3,741-85.0% |
| Admin fee / account holder | $21 | $3,356-99.4% | $4,884-99.6% | $5,306-99.6% |