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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 | $21,192 | $77,901-72.8% | $149,717-85.8% | $75,181-71.8% |
| Participation rate | 21.2% | 65.6%-44.4pp | 78.8%-57.6pp | 67.2%-46.0pp |
| Annual return | 14.22% | 31.73%-17.5pp | 134.41%-120.2pp | 160.69%-146.5pp |
| Employer contribution / active EE | $206 | $3,137-93.4% | $4,820-95.7% | $2,671-92.3% |
| Participant deferral / active EE | $412 | $3,411-87.9% | $5,682-92.8% | $4,126-90.0% |
| Admin fee / account holder | $23 | $5,949-99.6% | $13,213-99.8% | $5,650-99.6% |