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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 | $34,751 | $155,555-77.7% | $146,866-76.3% | $155,188-77.6% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 10.63% | 115.41%-104.8pp | 102.85%-92.2pp | 148.84%-138.2pp |
| Employer contribution / active EE | $12 | $4,647-99.7% | $4,425-99.7% | $4,248-99.7% |
| Participant deferral / active EE | $121 | $8,044-98.5% | $7,759-98.4% | $6,531-98.1% |
| Admin fee / account holder | $203 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |