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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 | $44,601 | $55,457-19.6% | $77,361-42.3% | $94,015-52.6% |
| Participation rate | 14.8% | 69.8%-55.0pp | 75.0%-60.2pp | 70.8%-56.0pp |
| Annual return | 13.58% | 15.57%-2.0pp | 1011.54%-998.0pp | 17.84%-4.3pp |
| Employer contribution / active EE | $92 | $2,255-95.9% | $2,990-96.9% | $2,790-96.7% |
| Participant deferral / active EE | $775 | $3,069-74.8% | $3,911-80.2% | $4,249-81.8% |
| Admin fee / account holder | $23 | $4,334-99.5% | $5,894-99.6% | $8,951-99.7% |