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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 | $107,733-81.8% | $92,985-78.9% | $154,746-87.3% |
| Participation rate | 44.4% | 74.6%-30.1pp | 69.5%-25.0pp | 80.7%-36.3pp |
| Annual return | 15.04% | 30.39%-15.4pp | 27.99%-12.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $440 | $5,053-91.3% | $4,377-89.9% | $6,730-93.5% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |