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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 | $31,929 | $167,362-80.9% | $143,799-77.8% | $134,532-76.3% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -7.96% | 0.47%-8.4pp | -0.04%-7.9pp | 418.27%-426.2pp |
| Employer contribution / active EE | $454 | $5,620-91.9% | $4,952-90.8% | $4,741-90.4% |
| Participant deferral / active EE | $810 | $6,447-87.4% | $5,638-85.6% | $6,401-87.4% |
| Admin fee / account holder | $8 | $18,094-100.0% | $14,677-99.9% | $11,429-99.9% |