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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 | $20,928 | $183,539-88.6% | $155,556-86.5% | $145,897-85.7% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 11.86% | 61.31%-49.4pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $103 | $5,315-98.1% | $4,675-97.8% | $4,663-97.8% |
| Participant deferral / active EE | $1,578 | $6,467-75.6% | $5,631-72.0% | $6,689-76.4% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |