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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 | $19,645 | $167,362-88.3% | $143,799-86.3% | $134,532-85.4% |
| Participation rate | 38.5% | 84.8%-46.4pp | 80.3%-41.9pp | 81.2%-42.8pp |
| Annual return | -18.41% | 0.47%-18.9pp | -0.04%-18.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $880 | $5,620-84.3% | $4,952-82.2% | $4,741-81.4% |
| Participant deferral / active EE | $1,255 | $6,447-80.5% | $5,638-77.7% | $6,401-80.4% |
| Admin fee / account holder | $158 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |