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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 | $12,097 | $110,410-89.0% | $102,437-88.2% | $145,897-91.7% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 9.76% | 24.85%-15.1pp | 24.95%-15.2pp | 552.29%-542.5pp |
| Employer contribution / active EE | $16 | $4,217-99.6% | $3,871-99.6% | $4,663-99.7% |
| Participant deferral / active EE | $768 | $5,622-86.3% | $5,060-84.8% | $6,689-88.5% |
| Admin fee / account holder | $81 | $9,745-99.2% | $8,388-99.0% | $13,390-99.4% |