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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 | $10,371 | $88,996-88.3% | $78,004-86.7% | $138,895-92.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.4%-19.4pp | 79.9%-29.9pp |
| Annual return | 19.71% | 28.03%-8.3pp | 31.07%-11.4pp | 145.39%-125.7pp |
| Employer contribution / active EE | $91 | $2,917-96.9% | $2,469-96.3% | $4,194-97.8% |
| Participant deferral / active EE | $260 | $4,724-94.5% | $4,092-93.6% | $6,396-95.9% |
| Admin fee / account holder | $109 | $8,807-98.8% | $7,578-98.6% | $12,562-99.1% |