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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 | $19,670 | $69,230-71.6% | $64,085-69.3% | $139,427-85.9% |
| Participation rate | 36.4% | 75.6%-39.2pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 14.54% | 45.89%-31.3pp | 33.69%-19.2pp | 373.27%-358.7pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $618 | $4,681-86.8% | $3,881-84.1% | $6,711-90.8% |
| Admin fee / account holder | $270 | $4,246-93.6% | $3,069-91.2% | $11,404-97.6% |