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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 | $34,464 | $165,381-79.2% | $149,730-77.0% | $158,966-78.3% |
| Participation rate | 41.2% | 84.6%-43.4pp | 82.5%-41.3pp | 82.0%-40.8pp |
| Annual return | 14.01% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $454 | $7,182-93.7% | $6,843-93.4% | $5,983-92.4% |
| Admin fee / account holder | $8 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |