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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 | $106,749-39.5% | $145,433-55.6% | $82,448-21.6% |
| Participation rate | 8.8% | 75.6%-66.8pp | 82.1%-73.3pp | 68.1%-59.2pp |
| Annual return | 15.51% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $98 | $3,444-97.2% | $4,554-97.9% | $2,551-96.2% |
| Participant deferral / active EE | $873 | $6,519-86.6% | $7,897-89.0% | $4,139-78.9% |
| Admin fee / account holder | $11 | $8,390-99.9% | $13,129-99.9% | $7,234-99.8% |