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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 | $31,648 | $58,311-45.7% | $81,882-61.3% | $80,959-60.9% |
| Participation rate | 17.9% | 63.5%-45.6pp | 72.4%-54.5pp | 67.7%-49.8pp |
| Annual return | 17.80% | 41.85%-24.0pp | 779.47%-761.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $63 | $2,347-97.3% | $2,916-97.8% | $2,757-97.7% |
| Participant deferral / active EE | $621 | $3,287-81.1% | $4,323-85.6% | $4,300-85.6% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |