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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 | $36,527 | $127,387-71.3% | $115,038-68.2% | $125,389-70.9% |
| Participation rate | 28.6% | 84.2%-55.6pp | 81.4%-52.8pp | 83.2%-54.6pp |
| Annual return | -0.13% | 31.28%-31.4pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $158 | $5,166-96.9% | $4,608-96.6% | $4,866-96.7% |
| Participant deferral / active EE | $317 | $6,423-95.1% | $6,026-94.7% | $5,352-94.1% |
| Admin fee / account holder | $48 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |