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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 | $22,044 | $133,981-83.5% | $112,249-80.4% | $134,532-83.6% |
| Participation rate | 35.7% | 78.6%-42.8pp | 75.1%-39.3pp | 81.2%-45.5pp |
| Annual return | 3.73% | 47.16%-43.4pp | 27.48%-23.7pp | 418.27%-414.5pp |
| Employer contribution / active EE | $611 | $4,040-84.9% | $3,636-83.2% | $4,741-87.1% |
| Participant deferral / active EE | $611 | $5,292-88.5% | $4,729-87.1% | $6,401-90.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |