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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 | $27,630 | $104,694-73.6% | $85,709-67.8% | $167,536-83.5% |
| Participation rate | 53.3% | 76.4%-23.0pp | 69.9%-16.5pp | 82.1%-28.8pp |
| Annual return | 11.75% | 21.45%-9.7pp | 21.49%-9.7pp | 478.82%-467.1pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $529 | $4,826-89.0% | $3,924-86.5% | $6,342-91.7% |
| Admin fee / account holder | $9 | $10,035-99.9% | $6,876-99.9% | $12,315-99.9% |