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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 | $7,491 | $110,278-93.2% | $95,740-92.2% | $139,466-94.6% |
| Participation rate | 6.3% | 75.7%-69.5pp | 72.3%-66.0pp | 80.3%-74.1pp |
| Annual return | 33.50% | 27.19%+6.3pp | 28.41%+5.1pp | 373.66%-340.2pp |
| Employer contribution / active EE | $142 | $3,260-95.6% | $2,836-95.0% | $4,754-97.0% |
| Participant deferral / active EE | $142 | $4,674-97.0% | $4,244-96.7% | $6,712-97.9% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,676-99.6% | $11,409-99.8% |