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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 | $28,361 | $78,013-63.6% | $178,449-84.1% | $80,911-64.9% |
| Participation rate | 23.1% | 65.7%-42.6pp | 77.1%-54.0pp | 67.6%-44.6pp |
| Annual return | 165.55% | 18.07%+147.5pp | 27.09%+138.5pp | 35.63%+129.9pp |
| Employer contribution / active EE | $433 | $2,287-81.1% | $3,951-89.0% | $2,756-84.3% |
| Participant deferral / active EE | $1,040 | $4,408-76.4% | $6,277-83.4% | $4,297-75.8% |
| Admin fee / account holder | $274 | $7,166-96.2% | $10,362-97.4% | $6,935-96.1% |