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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 | $45,379 | $63,082-28.1% | $81,716-44.5% | $79,852-43.2% |
| Participation rate | 1.1% | 67.5%-66.4pp | 72.0%-70.9pp | 69.6%-68.5pp |
| Annual return | 24.37% | 22.66%+1.7pp | 29.49%-5.1pp | 31.72%-7.3pp |
| Employer contribution / active EE | $18 | $1,795-99.0% | $4,310-99.6% | $2,471-99.3% |
| Participant deferral / active EE | $191 | $2,780-93.1% | $7,108-97.3% | $3,740-94.9% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,159-100.0% | $5,306-100.0% |