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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 | $50,847 | $118,467-57.1% | $98,450-48.4% | $139,456-63.5% |
| Participation rate | 37.5% | 77.5%-40.0pp | 75.2%-37.7pp | 80.3%-42.8pp |
| Annual return | 18.14% | 18.95%-0.8pp | 21.16%-3.0pp | 373.45%-355.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $449 | $5,393-91.7% | $4,739-90.5% | $6,711-93.3% |
| Admin fee / account holder | $40 | $14,057-99.7% | $8,961-99.6% | $11,407-99.6% |