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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 | $24,714 | $93,598-73.6% | $135,974-81.8% | $75,173-67.1% |
| Participation rate | 9.5% | 75.2%-65.7pp | 81.9%-72.5pp | 67.2%-57.7pp |
| Annual return | 15.94% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $205 | $3,538-94.2% | $4,859-95.8% | $2,671-92.3% |
| Participant deferral / active EE | $362 | $6,405-94.3% | $7,760-95.3% | $4,126-91.2% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |