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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 | $102,422-66.9% | $147,117-76.9% | $80,959-58.1% |
| Participation rate | 14.3% | 75.9%-61.6pp | 82.2%-67.9pp | 67.7%-53.4pp |
| Annual return | 23.75% | 135.16%-111.4pp | 420.54%-396.8pp | 35.67%-11.9pp |
| Employer contribution / active EE | $269 | $3,717-92.8% | $4,932-94.5% | $2,757-90.2% |
| Participant deferral / active EE | $1,705 | $6,652-74.4% | $8,065-78.9% | $4,300-60.4% |
| Admin fee / account holder | $6 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |