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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 | $57,590-84.3% | $86,233-89.5% | $82,448-89.0% |
| Participation rate | 8.1% | 57.9%-49.8pp | 69.0%-60.9pp | 68.1%-60.0pp |
| Annual return | 72.29% | 22.41%+49.9pp | 61.39%+10.9pp | 41.64%+30.7pp |
| Employer contribution / active EE | $155 | $1,655-90.6% | $2,504-93.8% | $2,551-93.9% |
| Participant deferral / active EE | $429 | $3,080-86.1% | $4,559-90.6% | $4,139-89.6% |
| Admin fee / account holder | $102 | $4,730-97.8% | $8,342-98.8% | $7,234-98.6% |