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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 | $20,692 | $48,327-57.2% | $67,575-69.4% | $80,935-74.4% |
| Participation rate | 14.0% | 66.4%-52.4pp | 72.9%-58.9pp | 67.7%-53.7pp |
| Annual return | 18.36% | 18.31%0pp | 3528.98%-3510.6pp | 35.66%-17.3pp |
| Employer contribution / active EE | $197 | $2,022-90.3% | $2,736-92.8% | $2,757-92.9% |
| Participant deferral / active EE | $299 | $2,927-89.8% | $4,003-92.5% | $4,299-93.0% |
| Admin fee / account holder | $64 | $3,692-98.3% | $3,993-98.4% | $6,924-99.1% |