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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 | $29,913 | $156,616-80.9% | $133,346-77.6% | $198,609-84.9% |
| Participation rate | 40.0% | 77.7%-37.7pp | 72.8%-32.8pp | 82.4%-42.4pp |
| Annual return | 15.21% | 44.25%-29.0pp | 36.85%-21.6pp | 202.70%-187.5pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $383 | $4,920-92.2% | $4,332-91.2% | $6,977-94.5% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |