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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 | $17,692 | $208,088-91.5% | $186,193-90.5% | $154,746-88.6% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 18.77% | 89.97%-71.2pp | 78.03%-59.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $432 | $4,340-90.0% | $3,918-89.0% | $4,379-90.1% |
| Participant deferral / active EE | $432 | $7,078-93.9% | $6,513-93.4% | $6,730-93.6% |
| Admin fee / account holder | $143 | $11,698-98.8% | $11,058-98.7% | $14,365-99.0% |