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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 | $35,952 | $151,490-76.3% | $129,406-72.2% | - |
| Participation rate | 8.1% | 67.5%-59.4pp | 69.6%-61.6pp | - |
| Annual return | 20.39% | 14.17%+6.2pp | 9468.18%-9447.8pp | - |
| Employer contribution / active EE | $79 | $2,542-96.9% | $4,155-98.1% | - |
| Participant deferral / active EE | $691 | $4,237-83.7% | $4,167-83.4% | - |
| Admin fee / account holder | $0 | $25,345-100.0% | $7,689-100.0% | - |