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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 | $31,600 | $110,379-71.4% | $102,412-69.1% | $145,884-78.3% |
| Participation rate | 13.0% | 77.9%-64.9pp | 74.5%-61.5pp | 80.3%-67.3pp |
| Annual return | 15.29% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $371 | $5,622-93.4% | $5,060-92.7% | $6,690-94.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |