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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 | $69,217 | $91,179-24.1% | $178,499-61.2% | $79,852-13.3% |
| Participation rate | 22.6% | 69.2%-46.6pp | 81.9%-59.3pp | 69.6%-47.1pp |
| Annual return | 12.30% | 24.19%-11.9pp | 151.10%-138.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $88 | $3,256-97.3% | $5,011-98.3% | $2,471-96.5% |
| Participant deferral / active EE | $89 | $3,236-97.3% | $5,202-98.3% | $3,740-97.6% |
| Admin fee / account holder | $139 | $6,749-97.9% | $13,986-99.0% | $5,306-97.4% |