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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 | $21,910 | $58,292-62.4% | $86,640-74.7% | $71,511-69.4% |
| Participation rate | 12.3% | 65.0%-52.7pp | 71.7%-59.4pp | 67.9%-55.7pp |
| Annual return | 19.48% | 21.63%-2.1pp | 592.52%-573.0pp | 28.86%-9.4pp |
| Employer contribution / active EE | $116 | $2,574-95.5% | $3,024-96.1% | $2,589-95.5% |
| Participant deferral / active EE | $452 | $3,438-86.8% | $4,438-89.8% | $4,291-89.5% |
| Admin fee / account holder | $127 | $1,057-88.0% | $5,616-97.7% | $1,588-92.0% |