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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 | $56,291 | $84,236-33.2% | $170,439-67.0% | $70,124-19.7% |
| Participation rate | 4.3% | 70.8%-66.5pp | 83.6%-79.3pp | 69.5%-65.2pp |
| Annual return | 19.87% | 23.06%-3.2pp | 205.94%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $95 | $3,387-97.2% | $5,433-98.3% | $2,342-95.9% |
| Participant deferral / active EE | $95 | $3,086-96.9% | $4,939-98.1% | $3,332-97.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |