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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 | $8,280 | $58,275-85.8% | $81,844-89.9% | $80,935-89.8% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 11.02% | 41.82%-30.8pp | 778.87%-767.8pp | 35.66%-24.6pp |
| Employer contribution / active EE | $41 | $2,346-98.2% | $2,916-98.6% | $2,757-98.5% |
| Participant deferral / active EE | $264 | $3,285-92.0% | $4,323-93.9% | $4,299-93.9% |
| Admin fee / account holder | $64 | $4,749-98.7% | $7,355-99.1% | $6,924-99.1% |