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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 | $40,812 | $88,815-54.0% | $81,882-50.2% | $145,897-72.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 10.63% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.7pp |
| Employer contribution / active EE | $200 | $3,086-93.5% | $2,916-93.1% | $4,663-95.7% |
| Participant deferral / active EE | $400 | $4,647-91.4% | $4,323-90.7% | $6,689-94.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |