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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 | $114,028 | $58,408+95.2% | $180,320-36.8% | $69,733+63.5% |
| Participation rate | 4.0% | 54.2%-50.2pp | 71.5%-67.5pp | 62.5%-58.5pp |
| Annual return | 16.80% | 15.02%+1.8pp | 778.54%-761.7pp | 15.22%+1.6pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $4,108-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $248 | $2,723-90.9% | $4,304-94.2% | $3,054-91.9% |
| Admin fee / account holder | $0 | $4,205-100.0% | $10,000-100.0% | $3,102-100.0% |