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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 | $17,469 | $111,787-84.4% | $93,681-81.4% | $145,978-88.0% |
| Participation rate | 30.8% | 74.2%-43.5pp | 68.7%-38.0pp | 80.3%-49.5pp |
| Annual return | 13.19% | 203.52%-190.3pp | 133.47%-120.3pp | 550.52%-537.3pp |
| Employer contribution / active EE | $531 | $3,093-82.8% | $2,422-78.1% | $4,662-88.6% |
| Participant deferral / active EE | $581 | $4,918-88.2% | $4,415-86.8% | $6,690-91.3% |
| Admin fee / account holder | $81 | $10,256-99.2% | $8,290-99.0% | $13,400-99.4% |