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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 | $29,920 | $115,917-74.2% | $100,535-70.2% | $158,982-81.2% |
| Participation rate | 63.2% | 81.6%-18.4pp | 79.4%-16.3pp | 82.0%-18.8pp |
| Annual return | 7.62% | 34.80%-27.2pp | 30.90%-23.3pp | 302.99%-295.4pp |
| Employer contribution / active EE | $194 | $4,105-95.3% | $3,419-94.3% | $4,763-95.9% |
| Participant deferral / active EE | $392 | $6,677-94.1% | $6,271-93.8% | $5,983-93.5% |
| Admin fee / account holder | $85 | $11,002-99.2% | $8,085-98.9% | $11,252-99.2% |