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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 | $38,311 | $71,230-46.2% | $93,727-59.1% | $80,959-52.7% |
| Participation rate | 8.1% | 60.4%-52.3pp | 68.7%-60.6pp | 67.7%-59.6pp |
| Annual return | 11.49% | 11.26%+0.2pp | 133.83%-122.3pp | 35.67%-24.2pp |
| Employer contribution / active EE | $218 | $1,565-86.1% | $2,421-91.0% | $2,757-92.1% |
| Participant deferral / active EE | $231 | $4,037-94.3% | $4,417-94.8% | $4,300-94.6% |
| Admin fee / account holder | $200 | $6,961-97.1% | $8,292-97.6% | $6,925-97.1% |