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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 | $52,972 | $112,729-53.0% | $98,716-46.3% | $137,256-61.4% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.3%-53.9pp | 80.0%-64.6pp |
| Annual return | 12.80% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $47 | $2,725-98.3% | $2,279-97.9% | $4,156-98.9% |
| Participant deferral / active EE | $46 | $4,640-99.0% | $4,048-98.9% | $6,407-99.3% |
| Admin fee / account holder | $145 | $10,129-98.6% | $8,703-98.3% | $12,270-98.8% |