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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 | $36,145 | $53,841-32.9% | $75,731-52.3% | $85,851-57.9% |
| Participation rate | 25.0% | 69.0%-44.0pp | 74.8%-49.8pp | 69.3%-44.3pp |
| Annual return | 14.57% | 24.54%-10.0pp | 104.65%-90.1pp | 318.63%-304.1pp |
| Employer contribution / active EE | $95 | $2,017-95.3% | $2,743-96.6% | $2,565-96.3% |
| Participant deferral / active EE | $820 | $2,895-71.7% | $3,820-78.5% | $3,952-79.3% |
| Admin fee / account holder | $18 | $3,340-99.5% | $3,620-99.5% | $6,261-99.7% |