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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 | $22,914 | $118,877-80.7% | $96,570-76.3% | $167,536-86.3% |
| Participation rate | 8.3% | 75.5%-67.2pp | 69.8%-61.5pp | 82.1%-73.8pp |
| Annual return | 16.43% | 50.50%-34.1pp | 37.79%-21.4pp | 478.82%-462.4pp |
| Employer contribution / active EE | $143 | $3,121-95.4% | $2,357-93.9% | $4,839-97.1% |
| Participant deferral / active EE | $178 | $4,617-96.1% | $3,849-95.4% | $6,342-97.2% |
| Admin fee / account holder | $157 | $8,069-98.1% | $6,182-97.5% | $12,315-98.7% |