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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 | $24,191 | $166,131-85.4% | $164,975-85.3% | $145,877-83.4% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 27.71% | 100.37%-72.7pp | 70.12%-42.4pp | 551.28%-523.6pp |
| Employer contribution / active EE | $577 | $5,276-89.1% | $4,343-86.7% | $4,663-87.6% |
| Participant deferral / active EE | $1,497 | $6,962-78.5% | $6,033-75.2% | $6,691-77.6% |
| Admin fee / account holder | $75 | $16,648-99.6% | $12,688-99.4% | $13,402-99.4% |