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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 | $17,858 | $53,841-66.8% | $75,731-76.4% | $85,851-79.2% |
| Participation rate | 33.3% | 69.0%-35.7pp | 74.8%-41.5pp | 69.3%-36.0pp |
| Annual return | 22.14% | 24.54%-2.4pp | 104.65%-82.5pp | 318.63%-296.5pp |
| Employer contribution / active EE | $234 | $2,017-88.4% | $2,743-91.5% | $2,565-90.9% |
| Participant deferral / active EE | $260 | $2,895-91.0% | $3,820-93.2% | $3,952-93.4% |
| Admin fee / account holder | $148 | $3,340-95.6% | $3,620-95.9% | $6,261-97.6% |