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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 | $33,940 | $46,599-27.2% | $64,101-47.1% | $75,173-54.9% |
| Participation rate | 4.1% | 65.9%-61.9pp | 72.3%-68.2pp | 67.2%-63.1pp |
| Annual return | 19.62% | 26.06%-6.4pp | 33.72%-14.1pp | 160.72%-141.1pp |
| Employer contribution / active EE | $129 | $1,975-93.5% | $2,749-95.3% | $2,671-95.2% |
| Participant deferral / active EE | $179 | $2,837-93.7% | $3,881-95.4% | $4,126-95.7% |
| Admin fee / account holder | $230 | $2,956-92.2% | $3,070-92.5% | $5,651-95.9% |