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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 | $55,251 | $167,353-67.0% | $143,797-61.6% | $134,545-58.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -10.76% | 0.48%-11.2pp | -0.04%-10.7pp | 418.37%-429.1pp |
| Employer contribution / active EE | $354 | $5,620-93.7% | $4,952-92.9% | $4,742-92.5% |
| Participant deferral / active EE | $1,997 | $6,447-69.0% | $5,638-64.6% | $6,401-68.8% |
| Admin fee / account holder | $25 | $18,096-99.9% | $14,679-99.8% | $11,431-99.8% |