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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 | $35,172 | $152,612-77.0% | $125,192-71.9% | $152,897-77.0% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.5%-36.3pp |
| Annual return | 20.39% | 54.85%-34.5pp | 43.79%-23.4pp | 345.43%-325.0pp |
| Employer contribution / active EE | $703 | $4,947-85.8% | $3,866-81.8% | $4,764-85.2% |
| Participant deferral / active EE | $836 | $5,868-85.8% | $4,937-83.1% | $5,851-85.7% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |