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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 | $64,627 | $106,524-39.3% | $152,301-57.6% | $87,485-26.1% |
| Participation rate | 8.8% | 75.8%-66.9pp | 82.4%-73.6pp | 68.9%-60.1pp |
| Annual return | 15.51% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $98 | $3,371-97.1% | $4,624-97.9% | $2,596-96.2% |
| Participant deferral / active EE | $873 | $6,525-86.6% | $8,004-89.1% | $4,274-79.6% |
| Admin fee / account holder | $11 | $8,287-99.9% | $14,398-99.9% | $7,775-99.9% |