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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 | $10,612 | $111,535-90.5% | $105,223-89.9% | $137,256-92.3% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 22.43% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $673 | $3,939-82.9% | $3,689-81.7% | $4,156-83.8% |
| Participant deferral / active EE | $888 | $5,500-83.8% | $5,072-82.5% | $6,407-86.1% |
| Admin fee / account holder | $127 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |