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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 | $19,528 | $91,179-78.6% | $178,499-89.1% | $79,852-75.5% |
| Participation rate | 16.9% | 69.2%-52.3pp | 81.9%-65.0pp | 69.6%-52.7pp |
| Annual return | 24.17% | 24.19%0pp | 151.10%-126.9pp | 31.72%-7.5pp |
| Employer contribution / active EE | $258 | $3,256-92.1% | $5,011-94.9% | $2,471-89.6% |
| Participant deferral / active EE | $810 | $3,236-75.0% | $5,202-84.4% | $3,740-78.4% |
| Admin fee / account holder | $181 | $6,749-97.3% | $13,986-98.7% | $5,306-96.6% |