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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 | $25,529 | $167,353-84.7% | $143,797-82.2% | $134,545-81.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | 1.21% | 0.48%+0.7pp | -0.04%+1.2pp | 418.37%-417.2pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $569 | $6,447-91.2% | $5,638-89.9% | $6,401-91.1% |
| Admin fee / account holder | $57 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |