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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 | $25,199 | $106,280-76.3% | $96,538-73.9% | $139,487-81.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 17.28% | 38.48%-21.2pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $168 | $4,107-95.9% | $3,740-95.5% | $4,755-96.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $273 | $7,888-96.5% | $6,737-95.9% | $11,407-97.6% |