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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 | $32,243 | $149,741-78.5% | $118,914-72.9% | $158,982-79.7% |
| Participation rate | 69.2% | 82.1%-12.9pp | 75.4%-6.2pp | 82.0%-12.7pp |
| Annual return | 12.12% | 19.94%-7.8pp | 35.89%-23.8pp | 302.99%-290.9pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $110 | $5,226-97.9% | $4,266-97.4% | $5,983-98.2% |
| Admin fee / account holder | $78 | $8,607-99.1% | $6,582-98.8% | $11,252-99.3% |