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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 | $29,155 | $208,088-86.0% | $186,193-84.3% | $154,746-81.2% |
| Participation rate | 16.7% | 80.0%-63.3pp | 77.1%-60.4pp | 80.7%-64.0pp |
| Annual return | 12.69% | 89.97%-77.3pp | 78.03%-65.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $262 | $7,078-96.3% | $6,513-96.0% | $6,730-96.1% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |