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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 | $15,392 | $91,198-83.1% | $178,503-91.4% | $79,856-80.7% |
| Participation rate | 14.8% | 69.2%-54.4pp | 81.9%-67.1pp | 69.6%-54.8pp |
| Annual return | 43.26% | 24.20%+19.1pp | 151.12%-107.9pp | 31.71%+11.6pp |
| Employer contribution / active EE | $191 | $3,257-94.1% | $5,011-96.2% | $2,471-92.3% |
| Participant deferral / active EE | $818 | $3,237-74.7% | $5,202-84.3% | $3,741-78.1% |
| Admin fee / account holder | $78 | $6,748-98.8% | $13,987-99.4% | $5,306-98.5% |