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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 | $10,578 | $111,535-90.5% | $105,223-89.9% | $137,256-92.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 19.25% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $211 | $3,939-94.7% | $3,689-94.3% | $4,156-94.9% |
| Participant deferral / active EE | $1,110 | $5,500-79.8% | $5,072-78.1% | $6,407-82.7% |
| Admin fee / account holder | $58 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |