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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 | $86,638 | $57,352+51.1% | $83,830+3.3% | $64,173+35.0% |
| Participation rate | 9.4% | 68.6%-59.2pp | 76.1%-66.8pp | 69.6%-60.2pp |
| Annual return | -6.28% | 11.38%-17.7pp | 850.97%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $257 | $2,993-91.4% | $4,082-93.7% | $3,470-92.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |