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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 | $65,072-34.7% | $66,439-36.1% | $65,306-35.0% |
| Participation rate | 18.2% | 69.1%-50.9pp | 74.5%-56.3pp | 57.7%-39.5pp |
| Annual return | 14.38% | 21.50%-7.1pp | 757.66%-743.3pp | 21.94%-7.6pp |
| Employer contribution / active EE | $307 | $2,475-87.6% | $2,637-88.4% | $1,967-84.4% |
| Participant deferral / active EE | $403 | $3,234-87.5% | $3,876-89.6% | $2,959-86.4% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |