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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 | $28,002 | $135,956-79.4% | $123,894-77.4% | $273,972-89.8% |
| Participation rate | 9.1% | 84.1%-75.0pp | 81.4%-72.3pp | 83.0%-73.9pp |
| Annual return | 10.40% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.1pp |
| Employer contribution / active EE | $48 | $5,170-99.1% | $4,617-99.0% | $4,869-99.0% |
| Participant deferral / active EE | $242 | $6,343-96.2% | $5,984-95.9% | $5,287-95.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |