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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 | $35,797 | $115,225-68.9% | $100,712-64.5% | $138,895-74.2% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 13.87% | 40.35%-26.5pp | 33.27%-19.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $48 | $2,771-98.3% | $2,313-97.9% | $4,194-98.9% |
| Participant deferral / active EE | $962 | $4,699-79.5% | $4,085-76.5% | $6,396-85.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |