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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 | $42,159 | $135,905-69.0% | $126,068-66.6% | $198,609-78.8% |
| Participation rate | 23.1% | 85.6%-62.6pp | 84.7%-61.6pp | 82.4%-59.3pp |
| Annual return | 16.49% | 14.07%+2.4pp | 15.01%+1.5pp | 202.70%-186.2pp |
| Employer contribution / active EE | $140 | $4,245-96.7% | $3,968-96.5% | $5,055-97.2% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $30 | $21,036-99.9% | $18,264-99.8% | $19,030-99.8% |