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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 | $32,884 | $71,809-54.2% | $61,048-46.1% | $152,909-78.5% |
| Participation rate | 23.1% | 84.2%-61.1pp | 79.3%-56.2pp | 82.5%-59.4pp |
| Annual return | 15.75% | 29.74%-14.0pp | 26.18%-10.4pp | 345.46%-329.7pp |
| Employer contribution / active EE | $155 | $4,545-96.6% | $3,716-95.8% | $4,764-96.7% |
| Participant deferral / active EE | $155 | $5,467-97.2% | $4,470-96.5% | $5,851-97.3% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,601-100.0% |