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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 | $18,287 | $115,810-84.2% | $101,271-81.9% | $158,966-88.5% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 22.74% | 56.15%-33.4pp | 46.48%-23.7pp | 302.95%-280.2pp |
| Employer contribution / active EE | $170 | $4,175-95.9% | $3,660-95.4% | $4,762-96.4% |
| Participant deferral / active EE | $584 | $4,958-88.2% | $4,371-86.6% | $5,983-90.2% |
| Admin fee / account holder | $37 | $7,248-99.5% | $5,948-99.4% | $11,250-99.7% |