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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 | $59,557 | $77,638-23.3% | $156,551-62.0% | $62,881-5.3% |
| Participation rate | 14.7% | 71.2%-56.5pp | 84.0%-69.3pp | 69.3%-54.6pp |
| Annual return | 5.33% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $123 | $3,444-96.4% | $5,501-97.8% | $2,281-94.6% |
| Participant deferral / active EE | $354 | $3,046-88.4% | $4,871-92.7% | $3,203-89.0% |
| Admin fee / account holder | $25 | $5,561-99.6% | $13,028-99.8% | $4,296-99.4% |