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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 | $23,258 | $76,407-69.6% | $150,298-84.5% | $82,448-71.8% |
| Participation rate | 13.0% | 66.4%-53.4pp | 77.8%-64.7pp | 68.1%-55.0pp |
| Annual return | 16.15% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $40 | $2,614-98.5% | $4,154-99.0% | $2,551-98.4% |
| Participant deferral / active EE | $234 | $3,214-92.7% | $5,453-95.7% | $4,139-94.3% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |