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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 | $111,814-74.2% | $103,378-72.1% | $145,978-80.3% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 15.52% | 24.80%-9.3pp | 24.91%-9.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $349 | $4,215-91.7% | $3,870-91.0% | $4,662-92.5% |
| Participant deferral / active EE | $549 | $5,618-90.2% | $5,058-89.1% | $6,690-91.8% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |