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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 | $32,249 | $93,617-65.6% | $135,982-76.3% | $75,177-57.1% |
| Participation rate | 4.3% | 75.2%-70.9pp | 81.9%-77.6pp | 67.2%-62.9pp |
| Annual return | 28.27% | 30.89%-2.6pp | 68.32%-40.1pp | 160.75%-132.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $469 | $6,406-92.7% | $7,760-94.0% | $4,126-88.6% |
| Admin fee / account holder | $63 | $6,980-99.1% | $10,767-99.4% | $5,651-98.9% |