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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 | $40,444 | $66,402-39.1% | $109,895-63.2% | $85,856-52.9% |
| Participation rate | 3.9% | 63.9%-59.9pp | 74.2%-70.3pp | 69.3%-65.4pp |
| Annual return | 12.81% | 19.59%-6.8pp | 29.46%-16.7pp | 318.58%-305.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,843-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $209 | $2,842-92.7% | $4,049-94.8% | $3,952-94.7% |
| Admin fee / account holder | $60 | $4,557-98.7% | $6,067-99.0% | $6,261-99.0% |