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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 | $24,829 | $115,903-78.6% | $100,528-75.3% | $158,966-84.4% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.4%-54.4pp | 82.0%-57.0pp |
| Annual return | 24.55% | 34.80%-10.3pp | 30.90%-6.3pp | 302.95%-278.4pp |
| Employer contribution / active EE | $92 | $4,105-97.8% | $3,419-97.3% | $4,762-98.1% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |