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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 | $42,981 | $51,769-17.0% | $57,356-25.1% | $52,331-17.9% |
| Participation rate | 7.6% | 75.2%-67.6pp | 75.1%-67.5pp | 68.1%-60.5pp |
| Annual return | 37.53% | 2.43%+35.1pp | 24.41%+13.1pp | 4.54%+33.0pp |
| Employer contribution / active EE | $6 | $2,335-99.7% | $2,689-99.8% | $1,882-99.7% |
| Participant deferral / active EE | $535 | $2,794-80.9% | $3,162-83.1% | $3,022-82.3% |
| Admin fee / account holder | $294 | $295-0.3% | $3,357-91.2% | $592-50.3% |