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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 | $26,676 | $106,905-75.0% | $84,020-68.3% | $152,885-82.6% |
| Participation rate | 10.5% | 75.2%-64.7pp | 69.0%-58.5pp | 82.5%-71.9pp |
| Annual return | 26.79% | 105.00%-78.2pp | 71.31%-44.5pp | 345.39%-318.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $299 | $4,012-92.5% | $3,239-90.8% | $5,851-94.9% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |