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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 | $33,917 | $102,429-66.9% | $147,096-76.9% | $80,925-58.1% |
| Participation rate | 14.3% | 75.9%-61.6pp | 82.2%-67.9pp | 67.7%-53.4pp |
| Annual return | 23.75% | 135.02%-111.3pp | 419.75%-396.0pp | 35.65%-11.9pp |
| Employer contribution / active EE | $269 | $3,716-92.7% | $4,936-94.5% | $2,756-90.2% |
| Participant deferral / active EE | $1,705 | $6,649-74.4% | $8,071-78.9% | $4,299-60.3% |
| Admin fee / account holder | $6 | $7,957-99.9% | $13,005-100.0% | $6,940-99.9% |