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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 | $17,243 | $46,689-63.1% | $117,498-85.3% | $68,495-74.8% |
| Participation rate | 7.3% | 56.8%-49.5pp | 70.6%-63.3pp | 67.9%-60.6pp |
| Annual return | 317.01% | -14.52%+331.5pp | 29.75%+287.3pp | -7.84%+324.9pp |
| Employer contribution / active EE | $138 | $1,505-90.8% | $4,178-96.7% | $2,596-94.7% |
| Participant deferral / active EE | $217 | $2,637-91.8% | $4,071-94.7% | $4,028-94.6% |
| Admin fee / account holder | $236 | $4,021-94.1% | $5,646-95.8% | $5,403-95.6% |