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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 | $21,782 | $127,387-82.9% | $115,038-81.1% | $125,389-82.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.52% | 31.28%-31.8pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $263 | $5,166-94.9% | $4,608-94.3% | $4,866-94.6% |
| Participant deferral / active EE | $263 | $6,423-95.9% | $6,026-95.6% | $5,352-95.1% |
| Admin fee / account holder | $207 | $9,516-97.8% | $8,175-97.5% | $9,541-97.8% |