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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 | $38,095 | $162,821-76.6% | $133,978-71.6% | $158,982-76.0% |
| Participation rate | 46.2% | 83.2%-37.1pp | 79.8%-33.7pp | 82.0%-35.8pp |
| Annual return | 13.10% | 41.95%-28.8pp | 45.10%-32.0pp | 302.99%-289.9pp |
| Employer contribution / active EE | $910 | $4,976-81.7% | $3,919-76.8% | $4,763-80.9% |
| Participant deferral / active EE | $1,113 | $5,910-81.2% | $5,047-77.9% | $5,983-81.4% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |