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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 | $30,685 | $211,239-85.5% | $178,528-82.8% | $145,877-79.0% |
| Participation rate | 10.0% | 80.8%-70.8pp | 77.1%-67.1pp | 80.3%-70.3pp |
| Annual return | 9.17% | 30.22%-21.0pp | 27.11%-17.9pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $161 | $6,963-97.7% | $6,278-97.4% | $6,691-97.6% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |