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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 | $103,164-60.9% | $90,259-55.3% | $154,746-74.0% |
| Participation rate | 33.3% | 76.1%-42.8pp | 70.7%-37.4pp | 80.7%-47.4pp |
| Annual return | 18.36% | 19.25%-0.9pp | 18.88%-0.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $300 | $4,422-93.2% | $3,827-92.2% | $6,730-95.5% |
| Admin fee / account holder | $89 | $8,593-99.0% | $7,267-98.8% | $14,365-99.4% |