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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 | $23,495 | $81,331-71.1% | $155,534-84.9% | $80,935-71.0% |
| Participation rate | 40.0% | 66.3%-26.3pp | 78.2%-38.2pp | 67.7%-27.7pp |
| Annual return | 11.23% | 33.37%-22.1pp | 64.92%-53.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $116 | $3,105-96.3% | $4,675-97.5% | $2,757-95.8% |
| Participant deferral / active EE | $359 | $3,454-89.6% | $5,630-93.6% | $4,299-91.7% |
| Admin fee / account holder | $50 | $7,999-99.4% | $15,900-99.7% | $6,924-99.3% |