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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 | $28,794 | $110,410-73.9% | $102,437-71.9% | $145,897-80.3% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.8pp |
| Annual return | 15.52% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.8pp |
| Employer contribution / active EE | $349 | $4,217-91.7% | $3,871-91.0% | $4,663-92.5% |
| Participant deferral / active EE | $549 | $5,622-90.2% | $5,060-89.1% | $6,689-91.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |