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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 | $49,476 | $75,541-34.5% | $152,093-67.5% | $82,637-40.1% |
| Participation rate | 11.4% | 66.5%-55.2pp | 77.8%-66.4pp | 68.1%-56.7pp |
| Annual return | 18.25% | 32.56%-14.3pp | 66.36%-48.1pp | 53.51%-35.3pp |
| Employer contribution / active EE | $62 | $2,622-97.6% | $4,175-98.5% | $2,552-97.6% |
| Participant deferral / active EE | $758 | $3,206-76.4% | $5,451-86.1% | $4,126-81.6% |
| Admin fee / account holder | $41 | $6,405-99.4% | $14,497-99.7% | $7,339-99.4% |