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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 | $9,136 | $76,407-88.0% | $150,298-93.9% | $82,448-88.9% |
| Participation rate | 7.3% | 66.4%-59.1pp | 77.8%-70.4pp | 68.1%-60.8pp |
| Annual return | 22.29% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $35 | $2,614-98.7% | $4,154-99.2% | $2,551-98.6% |
| Participant deferral / active EE | $148 | $3,214-95.4% | $5,453-97.3% | $4,139-96.4% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |