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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 | $42,889 | $43,730-1.9% | $121,220-64.6% | $64,173-33.2% |
| Participation rate | 12.2% | 58.3%-46.1pp | 71.8%-59.6pp | 69.6%-57.4pp |
| Annual return | -2.50% | 68.94%-71.4pp | 16.94%-19.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $84 | $1,297-93.5% | $4,023-97.9% | $2,381-96.5% |
| Participant deferral / active EE | $810 | $2,281-64.5% | $3,345-75.8% | $3,470-76.6% |
| Admin fee / account holder | $10 | $3,502-99.7% | $5,021-99.8% | $4,887-99.8% |