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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 | $11,021 | $39,286-71.9% | $80,741-86.4% | $79,393-86.1% |
| Participation rate | 6.5% | 41.0%-34.5pp | 54.2%-47.7pp | 70.7%-64.2pp |
| Annual return | 22.38% | 98.95%-76.6pp | 87.30%-64.9pp | 116.87%-94.5pp |
| Employer contribution / active EE | $81 | $594-86.4% | $1,160-93.0% | $2,428-96.7% |
| Participant deferral / active EE | $192 | $1,264-84.8% | $2,145-91.1% | $4,046-95.3% |
| Admin fee / account holder | $98 | $647-84.9% | $3,380-97.1% | $627-84.4% |