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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 | $42,481 | $64,705-34.3% | $62,929-32.5% | $67,986-37.5% |
| Participation rate | 18.2% | 65.6%-47.4pp | 73.1%-54.9pp | 57.2%-39.0pp |
| Annual return | 14.38% | 20.31%-5.9pp | 1063.93%-1049.5pp | 31.67%-17.3pp |
| Employer contribution / active EE | $307 | $2,376-87.1% | $2,505-87.7% | $2,019-84.8% |
| Participant deferral / active EE | $403 | $3,198-87.4% | $3,888-89.6% | $3,358-88.0% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |