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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 | $9,508 | $92,798-89.8% | $96,707-90.2% | $137,256-93.1% |
| Participation rate | 57.1% | 81.6%-24.5pp | 80.4%-23.2pp | 80.0%-22.8pp |
| Annual return | 20.46% | 31.24%-10.8pp | 34.78%-14.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $507 | $4,147-87.8% | $4,191-87.9% | $4,156-87.8% |
| Participant deferral / active EE | $1,189 | $5,877-79.8% | $5,997-80.2% | $6,407-81.4% |
| Admin fee / account holder | $57 | $7,946-99.3% | $7,503-99.2% | $12,270-99.5% |