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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 | $32,753 | $117,904-72.2% | $102,457-68.0% | $145,978-77.6% |
| Participation rate | 14.3% | 78.6%-64.3pp | 76.5%-62.2pp | 80.3%-66.0pp |
| Annual return | 15.82% | 31.80%-16.0pp | 29.41%-13.6pp | 550.52%-534.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $607 | $5,733-89.4% | $5,054-88.0% | $6,690-90.9% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |