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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 | $27,867 | $167,353-83.3% | $143,797-80.6% | $134,545-79.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -17.90% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $212 | $5,620-96.2% | $4,952-95.7% | $4,742-95.5% |
| Participant deferral / active EE | $703 | $6,447-89.1% | $5,638-87.5% | $6,401-89.0% |
| Admin fee / account holder | $115 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |