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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 | $40,311 | $102,245-60.6% | $89,340-54.9% | $137,256-70.6% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 18.36% | 21.89%-3.5pp | 20.57%-2.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $300 | $4,436-93.2% | $3,823-92.2% | $6,407-95.3% |
| Admin fee / account holder | $89 | $8,085-98.9% | $6,704-98.7% | $12,270-99.3% |