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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 | $21,237 | $167,362-87.3% | $143,799-85.2% | $134,532-84.2% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -19.95% | 0.47%-20.4pp | -0.04%-19.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $348 | $5,620-93.8% | $4,952-93.0% | $4,741-92.7% |
| Participant deferral / active EE | $386 | $6,447-94.0% | $5,638-93.2% | $6,401-94.0% |
| Admin fee / account holder | $289 | $18,094-98.4% | $14,677-98.0% | $11,429-97.5% |