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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 | $16,199 | $58,234-72.2% | $81,783-80.2% | $80,874-80.0% |
| Participation rate | 37.1% | 63.4%-26.3pp | 72.4%-35.3pp | 67.6%-30.6pp |
| Annual return | 11.28% | 41.70%-30.4pp | 775.05%-763.8pp | 35.62%-24.3pp |
| Employer contribution / active EE | $244 | $2,341-89.6% | $2,913-91.6% | $2,756-91.1% |
| Participant deferral / active EE | $478 | $3,283-85.4% | $4,320-88.9% | $4,297-88.9% |
| Admin fee / account holder | $0 | $4,982-100.0% | $7,380-100.0% | $6,935-100.0% |