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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 | $33,666 | $103,008-67.3% | $90,304-62.7% | $152,897-78.0% |
| Participation rate | 30.8% | 75.9%-45.1pp | 73.3%-42.5pp | 82.5%-51.7pp |
| Annual return | 23.61% | 95.22%-71.6pp | 78.13%-54.5pp | 345.43%-321.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $745 | $4,281-82.6% | $3,885-80.8% | $5,851-87.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |