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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 | $99,380-59.4% | $90,312-55.4% | $155,188-74.0% |
| Participation rate | 33.3% | 77.3%-44.0pp | 72.9%-39.6pp | 80.8%-47.5pp |
| Annual return | 18.36% | 19.35%-1.0pp | 18.90%-0.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $300 | $4,212-92.9% | $3,749-92.0% | $6,531-95.4% |
| Admin fee / account holder | $89 | $9,766-99.1% | $8,248-98.9% | $14,480-99.4% |