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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 | $42,725 | $77,449-44.8% | $69,483-38.5% | $152,909-72.1% |
| Participation rate | 14.3% | 78.1%-63.8pp | 74.6%-60.3pp | 82.5%-68.2pp |
| Annual return | 16.21% | 39.09%-22.9pp | 28.99%-12.8pp | 345.46%-329.3pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $446 | $4,415-89.9% | $3,537-87.4% | $5,851-92.4% |
| Admin fee / account holder | $81 | $6,210-98.7% | $3,841-97.9% | $11,601-99.3% |