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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 | $73,080 | $123,155-40.7% | $108,753-32.8% | $155,188-52.9% |
| Participation rate | 30.8% | 75.6%-44.9pp | 71.1%-40.3pp | 80.8%-50.0pp |
| Annual return | 11.24% | 44.73%-33.5pp | 37.47%-26.2pp | 148.84%-137.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $185 | $4,623-96.0% | $4,115-95.5% | $6,531-97.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |