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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 | $29,770 | $127,387-76.6% | $115,038-74.1% | $125,389-76.3% |
| Participation rate | 21.4% | 84.2%-62.7pp | 81.4%-59.9pp | 83.2%-61.8pp |
| Annual return | -0.28% | 31.28%-31.6pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $95 | $5,166-98.2% | $4,608-97.9% | $4,866-98.1% |
| Participant deferral / active EE | $378 | $6,423-94.1% | $6,026-93.7% | $5,352-92.9% |
| Admin fee / account holder | $49 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |