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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 | $23,502 | $106,247-77.9% | $96,515-75.6% | $139,466-83.1% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 18.08% | 38.47%-20.4pp | 35.73%-17.6pp | 373.66%-355.6pp |
| Employer contribution / active EE | $340 | $4,106-91.7% | $3,740-90.9% | $4,754-92.8% |
| Participant deferral / active EE | $425 | $5,456-92.2% | $4,880-91.3% | $6,712-93.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |