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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 | $11,622 | $77,901-85.1% | $149,717-92.2% | $75,181-84.5% |
| Participation rate | 11.5% | 65.6%-54.1pp | 78.8%-67.3pp | 67.2%-55.7pp |
| Annual return | 14.05% | 31.73%-17.7pp | 134.41%-120.4pp | 160.69%-146.6pp |
| Employer contribution / active EE | $291 | $3,137-90.7% | $4,820-94.0% | $2,671-89.1% |
| Participant deferral / active EE | $568 | $3,411-83.4% | $5,682-90.0% | $4,126-86.2% |
| Admin fee / account holder | $128 | $5,949-97.8% | $13,213-99.0% | $5,650-97.7% |