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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 | $22,874 | $111,830-79.5% | $93,696-75.6% | $145,884-84.3% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 10.92% | 204.08%-193.2pp | 133.74%-122.8pp | 551.85%-540.9pp |
| Employer contribution / active EE | $180 | $3,093-94.2% | $2,422-92.6% | $4,662-96.1% |
| Participant deferral / active EE | $261 | $4,920-94.7% | $4,417-94.1% | $6,690-96.1% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |