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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 | $20,137 | $115,917-82.6% | $100,535-80.0% | $158,982-87.3% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.1pp | 82.0%-45.6pp |
| Annual return | 23.99% | 34.80%-10.8pp | 30.90%-6.9pp | 302.99%-279.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,926 | $6,677-71.2% | $6,271-69.3% | $5,983-67.8% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |