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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 | $18,662 | $111,814-83.3% | $93,654-80.1% | $145,959-87.2% |
| Participation rate | 13.6% | 74.2%-60.6pp | 68.7%-55.1pp | 80.3%-66.6pp |
| Annual return | 13.82% | 203.30%-189.5pp | 133.34%-119.5pp | 561.95%-548.1pp |
| Employer contribution / active EE | $406 | $3,092-86.9% | $2,421-83.2% | $4,661-91.3% |
| Participant deferral / active EE | $744 | $4,914-84.9% | $4,413-83.1% | $6,689-88.9% |
| Admin fee / account holder | $226 | $10,246-97.8% | $8,282-97.3% | $13,398-98.3% |