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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 | $36,611 | $157,304-76.7% | $141,197-74.1% | $152,909-76.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 17.82% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.6pp |
| Employer contribution / active EE | $519 | $5,263-90.1% | $4,736-89.0% | $4,764-89.1% |
| Participant deferral / active EE | $2,187 | $7,111-69.3% | $6,710-67.4% | $5,851-62.6% |
| Admin fee / account holder | $222 | $12,126-98.2% | $10,265-97.8% | $11,601-98.1% |