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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 | $17,392 | $107,353-83.8% | $92,903-81.3% | $152,885-88.6% |
| Participation rate | 29.4% | 79.8%-50.4pp | 76.0%-46.6pp | 82.5%-53.0pp |
| Annual return | 34.23% | 145.62%-111.4pp | 109.43%-75.2pp | 345.39%-311.2pp |
| Employer contribution / active EE | $531 | $4,222-87.4% | $3,653-85.5% | $4,763-88.9% |
| Participant deferral / active EE | $1,102 | $4,848-77.3% | $4,238-74.0% | $5,851-81.2% |
| Admin fee / account holder | $99 | $7,081-98.6% | $5,795-98.3% | $11,598-99.1% |