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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 | $31,088 | $129,737-76.0% | $119,126-73.9% | $154,746-79.9% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 166.10% | 379.08%-213.0pp | 282.11%-116.0pp | 172.34%-6.2pp |
| Employer contribution / active EE | $416 | $4,375-90.5% | $4,034-89.7% | $4,379-90.5% |
| Participant deferral / active EE | $975 | $5,842-83.3% | $5,318-81.7% | $6,730-85.5% |
| Admin fee / account holder | $105 | $11,961-99.1% | $10,693-99.0% | $14,365-99.3% |