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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 | $110,337-87.5% | $102,383-86.5% | $145,877-90.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.93% | 24.83%-11.9pp | 24.94%-12.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $672 | $4,216-84.1% | $3,870-82.6% | $4,663-85.6% |
| Participant deferral / active EE | $948 | $5,621-83.1% | $5,060-81.3% | $6,691-85.8% |
| Admin fee / account holder | $131 | $9,750-98.7% | $8,391-98.4% | $13,402-99.0% |