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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 | $22,359 | $127,387-82.4% | $115,038-80.6% | $125,389-82.2% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 0.53% | 31.28%-30.7pp | 26.14%-25.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $245 | $5,166-95.3% | $4,608-94.7% | $4,866-95.0% |
| Participant deferral / active EE | $1,344 | $6,423-79.1% | $6,026-77.7% | $5,352-74.9% |
| Admin fee / account holder | $27 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |