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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 | $28,078 | $91,037-69.2% | $71,671-60.8% | $147,586-81.0% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 12.30% | 20.48%-8.2pp | 20.65%-8.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $157 | $3,327-95.3% | $2,460-93.6% | $4,876-96.8% |
| Participant deferral / active EE | $741 | $4,498-83.5% | $3,438-78.4% | $5,439-86.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |