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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 | $123,155-70.9% | $108,753-67.1% | $155,188-76.9% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 13.87% | 44.73%-30.9pp | 37.47%-23.6pp | 148.84%-135.0pp |
| Employer contribution / active EE | $48 | $2,811-98.3% | $2,427-98.0% | $4,248-98.9% |
| Participant deferral / active EE | $962 | $4,623-79.2% | $4,115-76.6% | $6,531-85.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |