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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 | $11,682 | $110,278-89.4% | $95,740-87.8% | $139,466-91.6% |
| Participation rate | 9.5% | 75.7%-66.2pp | 72.3%-62.7pp | 80.3%-70.8pp |
| Annual return | 27.18% | 27.19%0pp | 28.41%-1.2pp | 373.66%-346.5pp |
| Employer contribution / active EE | $189 | $3,260-94.2% | $2,836-93.3% | $4,754-96.0% |
| Participant deferral / active EE | $623 | $4,674-86.7% | $4,244-85.3% | $6,712-90.7% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |