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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 | $39,744 | $84,236-52.8% | $170,435-76.7% | $70,126-43.3% |
| Participation rate | 9.8% | 70.8%-61.1pp | 83.6%-73.8pp | 69.5%-59.8pp |
| Annual return | 17.85% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $277 | $3,387-91.8% | $5,432-94.9% | $2,343-88.2% |
| Participant deferral / active EE | $564 | $3,086-81.7% | $4,939-88.6% | $3,332-83.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |