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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 | $37,783 | $147,556-74.4% | $129,031-70.7% | $198,609-81.0% |
| Participation rate | 23.5% | 77.2%-53.7pp | 73.4%-49.8pp | 82.4%-58.8pp |
| Annual return | 4.35% | 37.41%-33.1pp | 34.67%-30.3pp | 202.70%-198.4pp |
| Employer contribution / active EE | $541 | $3,645-85.2% | $3,226-83.2% | $5,055-89.3% |
| Participant deferral / active EE | $541 | $5,760-90.6% | $5,217-89.6% | $6,977-92.2% |
| Admin fee / account holder | $34 | $15,467-99.8% | $13,208-99.7% | $19,030-99.8% |