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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 | $43,277 | $141,004-69.3% | $112,273-61.5% | $139,466-69.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 19.29% | 32.75%-13.5pp | 30.23%-10.9pp | 373.66%-354.4pp |
| Employer contribution / active EE | $199 | $4,285-95.4% | $3,431-94.2% | $4,754-95.8% |
| Participant deferral / active EE | $248 | $5,878-95.8% | $4,800-94.8% | $6,712-96.3% |
| Admin fee / account holder | $255 | $9,959-97.4% | $7,752-96.7% | $11,409-97.8% |