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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 | $23,393 | $167,352-86.0% | $143,788-83.7% | $134,509-82.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.28% | 0.47%-18.7pp | -0.03%-18.2pp | 418.13%-436.4pp |
| Employer contribution / active EE | $733 | $5,620-87.0% | $4,952-85.2% | $4,741-84.5% |
| Participant deferral / active EE | $1,319 | $6,447-79.5% | $5,638-76.6% | $6,400-79.4% |
| Admin fee / account holder | $169 | $18,091-99.1% | $14,675-98.8% | $11,427-98.5% |