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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 | $19,640 | $87,166-77.5% | $76,735-74.4% | $137,256-85.7% |
| Participation rate | 44.4% | 74.4%-29.9pp | 69.5%-25.1pp | 80.0%-35.5pp |
| Annual return | 15.04% | 26.50%-11.5pp | 29.77%-14.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $440 | $4,726-90.7% | $4,088-89.2% | $6,407-93.1% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |