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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 | $106,974-62.3% | $90,796-55.6% | $138,895-71.0% |
| Participation rate | 33.3% | 74.9%-41.5pp | 69.5%-36.2pp | 79.9%-46.6pp |
| Annual return | 18.36% | 20.10%-1.7pp | 19.29%-0.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $300 | $4,455-93.3% | $3,822-92.2% | $6,396-95.3% |
| Admin fee / account holder | $89 | $8,626-99.0% | $7,024-98.7% | $12,562-99.3% |