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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 | $28,986 | $167,353-82.7% | $143,797-79.8% | $134,545-78.5% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.7pp | 81.2%-64.6pp |
| Annual return | -11.81% | 0.48%-12.3pp | -0.04%-11.8pp | 418.37%-430.2pp |
| Employer contribution / active EE | $360 | $5,620-93.6% | $4,952-92.7% | $4,742-92.4% |
| Participant deferral / active EE | $358 | $6,447-94.5% | $5,638-93.7% | $6,401-94.4% |
| Admin fee / account holder | $152 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |