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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 | $35,476 | $111,535-68.2% | $105,223-66.3% | $137,256-74.2% |
| Participation rate | 20.8% | 78.1%-57.3pp | 75.0%-54.2pp | 80.0%-59.1pp |
| Annual return | 20.94% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $302 | $3,939-92.3% | $3,689-91.8% | $4,156-92.7% |
| Participant deferral / active EE | $820 | $5,500-85.1% | $5,072-83.8% | $6,407-87.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |