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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 | $29,304 | $106,918-72.6% | $84,021-65.1% | $152,897-80.8% |
| Participation rate | 5.6% | 75.2%-69.7pp | 69.0%-63.5pp | 82.5%-76.9pp |
| Annual return | 36.05% | 105.01%-69.0pp | 71.32%-35.3pp | 345.43%-309.4pp |
| Employer contribution / active EE | $109 | $2,735-96.0% | $1,984-94.5% | $4,764-97.7% |
| Participant deferral / active EE | $667 | $4,012-83.4% | $3,239-79.4% | $5,851-88.6% |
| Admin fee / account holder | $170 | $8,288-97.9% | $6,102-97.2% | $11,599-98.5% |