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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 | $25,870 | $53,128-51.3% | $86,582-70.1% | $70,126-63.1% |
| Participation rate | 10.3% | 65.3%-55.0pp | 73.5%-63.2pp | 69.5%-59.2pp |
| Annual return | 15.06% | 27.66%-12.6pp | 965.08%-950.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $494 | $2,695-81.7% | $3,609-86.3% | $3,332-85.2% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |