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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 | $20,026 | $103,000-80.6% | $90,300-77.8% | $152,885-86.9% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 19.00% | 95.19%-76.2pp | 78.11%-59.1pp | 345.39%-326.4pp |
| Employer contribution / active EE | $140 | $3,138-95.5% | $2,854-95.1% | $4,763-97.1% |
| Participant deferral / active EE | $140 | $4,281-96.7% | $3,884-96.4% | $5,851-97.6% |
| Admin fee / account holder | $25 | $6,173-99.6% | $5,353-99.5% | $11,598-99.8% |