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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 | $17,923 | $91,037-80.3% | $71,671-75.0% | $147,586-87.9% |
| Participation rate | 38.5% | 76.1%-37.7pp | 68.7%-30.3pp | 82.8%-44.4pp |
| Annual return | 20.46% | 20.48%0pp | 20.65%-0.2pp | 578.59%-558.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $667 | $4,498-85.2% | $3,438-80.6% | $5,439-87.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |