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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 | $49,651 | $106,280-53.3% | $96,538-48.6% | $139,487-64.4% |
| Participation rate | 30.0% | 77.8%-47.8pp | 74.3%-44.3pp | 80.3%-50.3pp |
| Annual return | 16.21% | 38.48%-22.3pp | 35.74%-19.5pp | 373.84%-357.6pp |
| Employer contribution / active EE | $9 | $4,107-99.8% | $3,740-99.8% | $4,755-99.8% |
| Participant deferral / active EE | $413 | $5,457-92.4% | $4,880-91.5% | $6,713-93.9% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |