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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 | $44,601 | $50,554-11.8% | $67,681-34.1% | $87,485-49.0% |
| Participation rate | 14.8% | 67.7%-52.9pp | 73.7%-58.9pp | 68.9%-54.1pp |
| Annual return | 13.58% | 17.81%-4.2pp | 590.58%-577.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $92 | $1,988-95.4% | $2,678-96.6% | $2,596-96.5% |
| Participant deferral / active EE | $775 | $2,961-73.8% | $3,976-80.5% | $4,274-81.9% |
| Admin fee / account holder | $23 | $4,132-99.5% | $6,100-99.6% | $7,775-99.7% |