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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 | $49,895 | $100,805-50.5% | $86,698-42.4% | $134,532-62.9% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -13.22% | 29.09%-42.3pp | 35.95%-49.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,647 | $5,339-69.1% | $4,656-64.6% | $6,401-74.3% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |