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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 | $14,697 | $111,814-86.9% | $103,378-85.8% | $145,978-89.9% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 12.24% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $437 | $4,215-89.6% | $3,870-88.7% | $4,662-90.6% |
| Participant deferral / active EE | $442 | $5,618-92.1% | $5,058-91.3% | $6,690-93.4% |
| Admin fee / account holder | $94 | $9,764-99.0% | $8,401-98.9% | $13,400-99.3% |