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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 | $31,876 | $61,787-48.4% | $97,197-67.2% | $80,925-60.6% |
| Participation rate | 8.9% | 63.5%-54.6pp | 72.7%-63.8pp | 67.7%-58.7pp |
| Annual return | 27.52% | -558.16%+585.7pp | 75.47%-47.9pp | 35.65%-8.1pp |
| Employer contribution / active EE | $210 | $1,836-88.6% | $2,723-92.3% | $2,756-92.4% |
| Participant deferral / active EE | $673 | $3,027-77.8% | $4,263-84.2% | $4,299-84.3% |
| Admin fee / account holder | $148 | $5,170-97.1% | $5,637-97.4% | $6,940-97.9% |