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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 | $17,047 | $68,681-75.2% | $86,625-80.3% | $85,851-80.1% |
| Participation rate | 43.6% | 66.4%-22.7pp | 71.6%-28.0pp | 69.3%-25.7pp |
| Annual return | 16.15% | 20.12%-4.0pp | 63.52%-47.4pp | 318.63%-302.5pp |
| Employer contribution / active EE | $45 | $1,880-97.6% | $2,496-98.2% | $2,565-98.2% |
| Participant deferral / active EE | $453 | $2,919-84.5% | $3,700-87.8% | $3,952-88.5% |
| Admin fee / account holder | $107 | $5,974-98.2% | $5,830-98.2% | $6,261-98.3% |