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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 | $73,971 | $49,249+50.2% | $70,476+5.0% | $79,852-7.4% |
| Participation rate | 4.0% | 69.2%-65.2pp | 75.1%-71.1pp | 69.6%-65.6pp |
| Annual return | 13.39% | 30.09%-16.7pp | 109.12%-95.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $2 | $2,100-99.9% | $2,738-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $490 | $2,769-82.3% | $3,710-86.8% | $3,740-86.9% |
| Admin fee / account holder | $214 | $2,878-92.6% | $3,847-94.4% | $5,306-96.0% |