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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 | $31,675 | $100,811-68.6% | $86,698-63.5% | $134,545-76.5% |
| Participation rate | 25.0% | 79.0%-54.0pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -19.98% | 29.11%-49.1pp | 35.96%-55.9pp | 418.37%-438.4pp |
| Employer contribution / active EE | $457 | $3,490-86.9% | $2,837-83.9% | $4,742-90.4% |
| Participant deferral / active EE | $571 | $5,339-89.3% | $4,656-87.7% | $6,401-91.1% |
| Admin fee / account holder | $263 | $10,926-97.6% | $7,492-96.5% | $11,431-97.7% |