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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 | $26,742 | $127,790-79.1% | $106,555-74.9% | $167,536-84.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 76.1%-36.1pp | 82.1%-42.1pp |
| Annual return | 18.29% | 33.88%-15.6pp | 26.80%-8.5pp | 478.82%-460.5pp |
| Employer contribution / active EE | $376 | $3,428-89.0% | $2,819-86.7% | $4,839-92.2% |
| Participant deferral / active EE | $1,202 | $5,088-76.4% | $4,399-72.7% | $6,342-81.0% |
| Admin fee / account holder | $216 | $11,229-98.1% | $7,408-97.1% | $12,315-98.2% |