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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 | $37,949 | $118,488-68.0% | $98,462-61.5% | $139,487-72.8% |
| Participation rate | 34.8% | 77.5%-42.7pp | 75.2%-40.4pp | 80.3%-45.6pp |
| Annual return | 17.18% | 18.96%-1.8pp | 21.17%-4.0pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $355 | $5,393-93.4% | $4,738-92.5% | $6,713-94.7% |
| Admin fee / account holder | $6 | $13,868-100.0% | $8,875-99.9% | $11,407-100.0% |