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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 | $63,433-33.0% | $63,803-33.4% | $64,097-33.7% |
| Participation rate | 18.2% | 65.0%-46.8pp | 72.7%-54.5pp | 55.2%-37.0pp |
| Annual return | 14.38% | 20.74%-6.4pp | 543.72%-529.3pp | 34.64%-20.3pp |
| Employer contribution / active EE | $307 | $2,332-86.8% | $2,532-87.9% | $1,891-83.8% |
| Participant deferral / active EE | $403 | $3,119-87.1% | $3,843-89.5% | $3,080-86.9% |
| Admin fee / account holder | $0 | $1,489-100.0% | $5,196-100.0% | $3,454-100.0% |