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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 | $65,723 | $124,314-47.1% | $109,163-39.8% | $167,518-60.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 16.02% | 26.04%-10.0pp | 25.75%-9.7pp | 478.71%-462.7pp |
| Employer contribution / active EE | $722 | $4,209-82.8% | $3,723-80.6% | $4,838-85.1% |
| Participant deferral / active EE | $1,475 | $5,256-71.9% | $4,654-68.3% | $6,342-76.7% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |