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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 | $107,421-39.8% | $182,262-64.5% | $94,015-31.3% |
| Participation rate | 8.8% | 77.8%-69.0pp | 84.2%-75.4pp | 70.8%-62.0pp |
| Annual return | 15.51% | 21.32%-5.8pp | 140.60%-125.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $98 | $3,448-97.2% | $5,046-98.1% | $2,790-96.5% |
| Participant deferral / active EE | $873 | $6,558-86.7% | $8,276-89.5% | $4,249-79.5% |
| Admin fee / account holder | $11 | $8,692-99.9% | $16,712-99.9% | $8,951-99.9% |