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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 | $56,146 | $112,915-50.3% | $90,965-38.3% | $158,950-64.7% |
| Participation rate | 16.7% | 74.7%-58.1pp | 69.0%-52.3pp | 82.0%-65.3pp |
| Annual return | 8.73% | 215.75%-207.0pp | 134.57%-125.8pp | 302.91%-294.2pp |
| Employer contribution / active EE | $169 | $2,894-94.2% | $2,122-92.1% | $4,762-96.5% |
| Participant deferral / active EE | $101 | $4,128-97.5% | $3,373-97.0% | $5,983-98.3% |
| Admin fee / account holder | $151 | $8,044-98.1% | $5,960-97.5% | $11,248-98.7% |