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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 | $20,838 | $55,889-62.7% | $76,119-72.6% | $80,935-74.3% |
| Participation rate | 17.1% | 62.1%-45.0pp | 69.1%-52.0pp | 67.7%-50.6pp |
| Annual return | 13.69% | 20.58%-6.9pp | 361.25%-347.6pp | 35.66%-22.0pp |
| Employer contribution / active EE | $66 | $1,866-96.5% | $2,693-97.6% | $2,757-97.6% |
| Participant deferral / active EE | $490 | $3,051-83.9% | $4,259-88.5% | $4,299-88.6% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,421-100.0% | $6,924-100.0% |