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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 | $15,036 | $77,638-80.6% | $156,551-90.4% | $62,881-76.1% |
| Participation rate | 15.0% | 71.2%-56.2pp | 84.0%-69.0pp | 69.3%-54.3pp |
| Annual return | 10.44% | 50.33%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $227 | $3,444-93.4% | $5,501-95.9% | $2,281-90.0% |
| Participant deferral / active EE | $293 | $3,046-90.4% | $4,871-94.0% | $3,203-90.9% |
| Admin fee / account holder | $11 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |