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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 | $9,421 | $111,535-91.6% | $105,223-91.0% | $137,256-93.1% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-52.0pp | 80.0%-56.9pp |
| Annual return | 22.86% | 237.85%-215.0pp | 180.65%-157.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $55 | $3,939-98.6% | $3,689-98.5% | $4,156-98.7% |
| Participant deferral / active EE | $876 | $5,500-84.1% | $5,072-82.7% | $6,407-86.3% |
| Admin fee / account holder | $2 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |