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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 | $13,828 | $110,410-87.5% | $102,437-86.5% | $145,897-90.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.93% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $672 | $4,217-84.1% | $3,871-82.6% | $4,663-85.6% |
| Participant deferral / active EE | $948 | $5,622-83.1% | $5,060-81.3% | $6,689-85.8% |
| Admin fee / account holder | $131 | $9,745-98.7% | $8,388-98.4% | $13,390-99.0% |