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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 | $37,153 | $82,630-55.0% | $64,105-42.0% | $125,388-70.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 68.2%-28.2pp | 83.2%-43.2pp |
| Annual return | 11.85% | 1489.72%-1477.9pp | 791.24%-779.4pp | 282.24%-270.4pp |
| Employer contribution / active EE | $42 | $2,671-98.4% | $1,820-97.7% | $4,866-99.1% |
| Participant deferral / active EE | $118 | $3,608-96.7% | $2,822-95.8% | $5,352-97.8% |
| Admin fee / account holder | $57 | $6,382-99.1% | $4,499-98.7% | $9,541-99.4% |