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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 | $29,833 | $118,869-74.9% | $96,575-69.1% | $167,518-82.2% |
| Participation rate | 22.7% | 75.5%-52.8pp | 69.8%-47.1pp | 82.1%-59.4pp |
| Annual return | 11.72% | 50.49%-38.8pp | 37.79%-26.1pp | 478.71%-467.0pp |
| Employer contribution / active EE | $164 | $3,120-94.8% | $2,357-93.1% | $4,838-96.6% |
| Participant deferral / active EE | $549 | $4,616-88.1% | $3,849-85.7% | $6,342-91.3% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |