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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 | $33,233 | $157,304-78.9% | $141,197-76.5% | $152,909-78.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 26.08% | 64.34%-38.3pp | 71.41%-45.3pp | 345.46%-319.4pp |
| Employer contribution / active EE | $325 | $5,263-93.8% | $4,736-93.1% | $4,764-93.2% |
| Participant deferral / active EE | $1,587 | $7,111-77.7% | $6,710-76.4% | $5,851-72.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |