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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 | $64,042 | $141,004-54.6% | $112,273-43.0% | $139,466-54.1% |
| Participation rate | 6.7% | 79.2%-72.5pp | 72.4%-65.8pp | 80.3%-73.7pp |
| Annual return | 17.94% | 32.75%-14.8pp | 30.23%-12.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $231 | $4,285-94.6% | $3,431-93.3% | $4,754-95.1% |
| Participant deferral / active EE | $257 | $5,878-95.6% | $4,800-94.6% | $6,712-96.2% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |