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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 | $44,746-48.0% | $88,179-73.6% | $64,097-63.7% |
| Participation rate | 1.6% | 39.8%-38.2pp | 69.1%-67.5pp | 55.2%-53.6pp |
| Annual return | 21.96% | 24.70%-2.7pp | 64.97%-43.0pp | 34.64%-12.7pp |
| Employer contribution / active EE | $77 | $1,078-92.9% | $2,549-97.0% | $1,891-95.9% |
| Participant deferral / active EE | $71 | $2,072-96.6% | $4,614-98.5% | $3,080-97.7% |
| Admin fee / account holder | $109 | $3,437-96.8% | $7,673-98.6% | $3,454-96.8% |