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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 | $17,881 | $81,696-78.1% | $70,494-74.6% | $158,982-88.8% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 16.00% | 208.70%-192.7pp | 109.16%-93.2pp | 302.99%-287.0pp |
| Employer contribution / active EE | $57 | $3,220-98.2% | $2,738-97.9% | $4,763-98.8% |
| Participant deferral / active EE | $495 | $4,558-89.1% | $3,711-86.7% | $5,983-91.7% |
| Admin fee / account holder | $240 | $6,200-96.1% | $3,848-93.8% | $11,252-97.9% |