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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 | $13,622 | $76,407-82.2% | $150,298-90.9% | $82,448-83.5% |
| Participation rate | 9.3% | 66.4%-57.1pp | 77.8%-68.5pp | 68.1%-58.8pp |
| Annual return | 19.50% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.1pp |
| Employer contribution / active EE | $43 | $2,614-98.3% | $4,154-99.0% | $2,551-98.3% |
| Participant deferral / active EE | $353 | $3,214-89.0% | $5,453-93.5% | $4,139-91.5% |
| Admin fee / account holder | $194 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |