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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 | $23,608 | $103,392-77.2% | $87,104-72.9% | $152,897-84.6% |
| Participation rate | 28.6% | 79.4%-50.8pp | 76.9%-48.3pp | 82.5%-53.9pp |
| Annual return | 29.75% | 28.10%+1.7pp | 28.19%+1.6pp | 345.43%-315.7pp |
| Employer contribution / active EE | $541 | $3,221-83.2% | $2,521-78.5% | $4,764-88.6% |
| Participant deferral / active EE | $786 | $4,778-83.5% | $4,048-80.6% | $5,851-86.6% |
| Admin fee / account holder | $202 | $12,194-98.3% | $7,491-97.3% | $11,599-98.3% |