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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 | $26,810 | $75,962-64.7% | $154,111-82.6% | $64,173-58.2% |
| Participation rate | 15.2% | 70.4%-55.2pp | 83.0%-67.8pp | 69.6%-54.4pp |
| Annual return | 9.60% | 30.32%-20.7pp | 735.18%-725.6pp | 7.63%+2.0pp |
| Employer contribution / active EE | $41 | $3,350-98.8% | $5,298-99.2% | $2,381-98.3% |
| Participant deferral / active EE | $156 | $3,175-95.1% | $5,081-96.9% | $3,470-95.5% |
| Admin fee / account holder | $167 | $5,589-97.0% | $13,411-98.8% | $4,887-96.6% |