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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 | $37,097 | $97,078-61.8% | $103,065-64.0% | $145,897-74.6% |
| Participation rate | 45.5% | 81.1%-35.7pp | 80.6%-35.1pp | 80.3%-34.9pp |
| Annual return | 11.23% | 25.49%-14.3pp | 23.95%-12.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,093 | $4,680-76.6% | $4,675-76.6% | $4,663-76.6% |
| Participant deferral / active EE | $1,319 | $6,601-80.0% | $6,625-80.1% | $6,689-80.3% |
| Admin fee / account holder | $20 | $12,505-99.8% | $9,349-99.8% | $13,390-99.9% |