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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 | $9,035 | $60,442-85.1% | $96,754-90.7% | $87,485-89.7% |
| Participation rate | 8.1% | 58.7%-50.6pp | 70.3%-62.2pp | 68.9%-60.8pp |
| Annual return | 72.29% | 21.97%+50.3pp | 82.04%-9.7pp | 26.06%+46.2pp |
| Employer contribution / active EE | $155 | $1,691-90.8% | $2,679-94.2% | $2,596-94.0% |
| Participant deferral / active EE | $429 | $3,280-86.9% | $4,758-91.0% | $4,274-90.0% |
| Admin fee / account holder | $102 | $5,069-98.0% | $8,905-98.9% | $7,775-98.7% |