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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 | $46,744 | $55,453-15.7% | $170,439-72.6% | $62,293-25.0% |
| Participation rate | 5.9% | 66.4%-60.5pp | 83.6%-77.7pp | 69.5%-63.6pp |
| Annual return | 24.49% | 21.38%+3.1pp | 205.94%-181.4pp | 28.90%-4.4pp |
| Employer contribution / active EE | $23 | $2,164-98.9% | $5,433-99.6% | $2,042-98.9% |
| Participant deferral / active EE | $315 | $2,303-86.3% | $4,939-93.6% | $3,169-90.1% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |