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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 | $34,801 | $117,829-70.5% | $102,423-66.0% | $145,877-76.1% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 15.99% | 31.83%-15.8pp | 29.42%-13.4pp | 551.28%-535.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,185 | $5,732-79.3% | $5,054-76.6% | $6,691-82.3% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |