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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 | $16,518 | $107,341-84.6% | $92,897-82.2% | $152,870-89.2% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.5pp | 82.4%-37.0pp |
| Annual return | 19.09% | 145.59%-126.5pp | 109.42%-90.3pp | 345.34%-326.3pp |
| Employer contribution / active EE | $451 | $4,221-89.3% | $3,653-87.6% | $4,763-90.5% |
| Participant deferral / active EE | $560 | $4,847-88.4% | $4,238-86.8% | $5,850-90.4% |
| Admin fee / account holder | $174 | $7,080-97.5% | $5,794-97.0% | $11,597-98.5% |