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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 | $13,998 | $81,664-82.9% | $70,476-80.1% | $158,966-91.2% |
| Participation rate | 63.2% | 77.7%-14.6pp | 75.1%-11.9pp | 82.0%-18.8pp |
| Annual return | 13.67% | 208.59%-194.9pp | 109.12%-95.4pp | 302.95%-289.3pp |
| Employer contribution / active EE | $257 | $3,219-92.0% | $2,738-90.6% | $4,762-94.6% |
| Participant deferral / active EE | $356 | $4,556-92.2% | $3,710-90.4% | $5,983-94.1% |
| Admin fee / account holder | $197 | $6,197-96.8% | $3,847-94.9% | $11,250-98.2% |