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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 | $26,284 | $154,193-83.0% | $130,045-79.8% | $139,466-81.2% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.5%-35.6pp | 80.3%-37.5pp |
| Annual return | 16.43% | 32.51%-16.1pp | -137.30%+153.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $435 | $5,292-91.8% | $4,321-89.9% | $4,754-90.9% |
| Participant deferral / active EE | $514 | $6,709-92.3% | $5,820-91.2% | $6,712-92.3% |
| Admin fee / account holder | $254 | $13,989-98.2% | $10,600-97.6% | $11,409-97.8% |