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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 | $7,854 | $76,407-89.7% | $150,298-94.8% | $82,448-90.5% |
| Participation rate | 13.7% | 66.4%-52.7pp | 77.8%-64.0pp | 68.1%-54.3pp |
| Annual return | 20.44% | 39.99%-19.5pp | 62.79%-42.3pp | 41.64%-21.2pp |
| Employer contribution / active EE | $154 | $2,614-94.1% | $4,154-96.3% | $2,551-94.0% |
| Participant deferral / active EE | $305 | $3,214-90.5% | $5,453-94.4% | $4,139-92.6% |
| Admin fee / account holder | $10 | $6,352-99.8% | $14,116-99.9% | $7,234-99.9% |