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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 | $36,060 | $98,240-63.3% | $82,312-56.2% | $147,586-75.6% |
| Participation rate | 27.3% | 79.7%-52.5pp | 76.9%-49.6pp | 82.8%-55.6pp |
| Annual return | 16.71% | 30.85%-14.1pp | 25.88%-9.2pp | 578.59%-561.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $852 | $4,383-80.6% | $3,706-77.0% | $5,439-84.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |