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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 | $16,237 | $107,363-84.9% | $92,909-82.5% | $152,897-89.4% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 21.24% | 145.63%-124.4pp | 109.44%-88.2pp | 345.43%-324.2pp |
| Employer contribution / active EE | $206 | $4,222-95.1% | $3,653-94.4% | $4,764-95.7% |
| Participant deferral / active EE | $206 | $4,848-95.8% | $4,238-95.1% | $5,851-96.5% |
| Admin fee / account holder | $221 | $7,082-96.9% | $5,795-96.2% | $11,599-98.1% |