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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 | $13,259 | $111,814-88.1% | $103,378-87.2% | $145,978-90.9% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 16.74% | 24.80%-8.1pp | 24.91%-8.2pp | 550.52%-533.8pp |
| Employer contribution / active EE | $748 | $4,215-82.2% | $3,870-80.7% | $4,662-83.9% |
| Participant deferral / active EE | $935 | $5,618-83.4% | $5,058-81.5% | $6,690-86.0% |
| Admin fee / account holder | $99 | $9,764-99.0% | $8,401-98.8% | $13,400-99.3% |