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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 | $26,545 | $167,504-84.2% | $151,628-82.5% | $134,509-80.3% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -17.10% | 7.81%-24.9pp | 3.34%-20.4pp | 418.13%-435.2pp |
| Employer contribution / active EE | $585 | $6,828-91.4% | $6,165-90.5% | $4,741-87.7% |
| Participant deferral / active EE | $2,289 | $8,985-74.5% | $8,363-72.6% | $6,400-64.2% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |