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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 | $25,977 | $45,343-42.7% | $150,298-82.7% | $67,986-61.8% |
| Participation rate | 20.2% | 51.9%-31.6pp | 77.8%-57.5pp | 57.2%-37.0pp |
| Annual return | 0.00% | 33.28%-33.3pp | 62.79%-62.8pp | 31.67%-31.7pp |
| Employer contribution / active EE | $52 | $1,462-96.5% | $4,154-98.8% | $2,019-97.4% |
| Participant deferral / active EE | $290 | $2,055-85.9% | $5,453-94.7% | $3,358-91.4% |
| Admin fee / account holder | $67 | $2,250-97.0% | $14,116-99.5% | $3,203-97.9% |