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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 | $32,107 | $107,368-70.1% | $92,915-65.4% | $152,909-79.0% |
| Participation rate | 13.3% | 79.8%-66.5pp | 76.0%-62.7pp | 82.5%-69.1pp |
| Annual return | 18.66% | 145.64%-127.0pp | 109.45%-90.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $233 | $4,848-95.2% | $4,238-94.5% | $5,851-96.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |