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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 | $52,478 | $85,766-38.8% | $136,295-61.5% | $70,131-25.2% |
| Participation rate | 7.0% | 74.2%-67.2pp | 81.9%-74.9pp | 69.5%-62.6pp |
| Annual return | 21.91% | 31.45%-9.5pp | 5155.97%-5134.1pp | 73.14%-51.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $485 | $5,051-90.4% | $6,247-92.2% | $3,332-85.4% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |