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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 | $64,308 | $88,672-27.5% | $105,223-38.9% | $82,448-22.0% |
| Participation rate | 16.0% | 67.9%-51.9pp | 75.0%-59.0pp | 68.1%-52.1pp |
| Annual return | 18.63% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $367 | $3,048-88.0% | $3,689-90.0% | $2,551-85.6% |
| Participant deferral / active EE | $367 | $4,036-90.9% | $5,072-92.8% | $4,139-91.1% |
| Admin fee / account holder | $20 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |