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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 | $33,156 | $115,780-71.4% | $101,255-67.3% | $158,931-79.1% |
| Participation rate | 18.2% | 79.4%-61.2pp | 75.8%-57.6pp | 82.0%-63.8pp |
| Annual return | 14.37% | 56.14%-41.8pp | 46.48%-32.1pp | 302.86%-288.5pp |
| Employer contribution / active EE | $180 | $4,175-95.7% | $3,660-95.1% | $4,761-96.2% |
| Participant deferral / active EE | $341 | $4,958-93.1% | $4,370-92.2% | $5,982-94.3% |
| Admin fee / account holder | $0 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |