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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 | $32,354 | $157,276-79.4% | $141,177-77.1% | $152,885-78.8% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.5%-51.7pp |
| Annual return | 20.02% | 64.33%-44.3pp | 71.40%-51.4pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,442 | $7,110-79.7% | $6,710-78.5% | $5,851-75.3% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |