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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 | $23,276 | $45,312-48.6% | $86,233-73.0% | $67,986-65.8% |
| Participation rate | 1.6% | 42.4%-40.8pp | 69.0%-67.4pp | 57.2%-55.6pp |
| Annual return | 21.96% | 24.79%-2.8pp | 61.39%-39.4pp | 31.67%-9.7pp |
| Employer contribution / active EE | $77 | $1,160-93.4% | $2,504-96.9% | $2,019-96.2% |
| Participant deferral / active EE | $71 | $2,185-96.7% | $4,559-98.4% | $3,358-97.9% |
| Admin fee / account holder | $109 | $3,295-96.7% | $8,342-98.7% | $3,203-96.6% |