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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 | $27,824 | $104,709-73.4% | $85,705-67.5% | $167,553-83.4% |
| Participation rate | 35.3% | 76.4%-41.1pp | 69.9%-34.6pp | 82.1%-46.8pp |
| Annual return | 23.24% | 21.45%+1.8pp | 21.49%+1.8pp | 478.89%-455.6pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,827-100.0% | $3,924-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11 | $10,036-99.9% | $6,877-99.8% | $12,316-99.9% |