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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 | $9,475 | $111,535-91.5% | $105,223-91.0% | $137,256-93.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 19.46% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $170 | $3,939-95.7% | $3,689-95.4% | $4,156-95.9% |
| Participant deferral / active EE | $319 | $5,500-94.2% | $5,072-93.7% | $6,407-95.0% |
| Admin fee / account holder | $128 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |