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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 | $19,801 | $75,962-73.9% | $154,108-87.2% | $64,173-69.1% |
| Participation rate | 6.5% | 70.4%-64.0pp | 83.0%-76.6pp | 69.6%-63.1pp |
| Annual return | 2.11% | 30.32%-28.2pp | 735.21%-733.1pp | 7.63%-5.5pp |
| Employer contribution / active EE | $70 | $3,350-97.9% | $5,298-98.7% | $2,381-97.0% |
| Participant deferral / active EE | $103 | $3,175-96.8% | $5,081-98.0% | $3,470-97.0% |
| Admin fee / account holder | $70 | $5,589-98.8% | $13,411-99.5% | $4,887-98.6% |