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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 | $12,233 | $123,859-90.1% | $69,632-82.4% | $145,897-91.6% |
| Participation rate | 23.8% | 69.2%-45.4pp | 66.4%-42.6pp | 80.3%-56.5pp |
| Annual return | 6.90% | 192.49%-185.6pp | 101.32%-94.4pp | 552.29%-545.4pp |
| Employer contribution / active EE | $254 | $2,673-90.5% | $1,708-85.1% | $4,663-94.6% |
| Participant deferral / active EE | $343 | $4,242-91.9% | $2,889-88.1% | $6,689-94.9% |
| Admin fee / account holder | $293 | $7,817-96.3% | $4,695-93.8% | $13,390-97.8% |