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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 | $35,221 | $91,198-61.4% | $178,503-80.3% | $79,856-55.9% |
| Participation rate | 4.3% | 69.2%-64.9pp | 81.9%-77.6pp | 69.6%-65.3pp |
| Annual return | 30.23% | 24.20%+6.0pp | 151.12%-120.9pp | 31.71%-1.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $177 | $3,237-94.5% | $5,202-96.6% | $3,741-95.3% |
| Admin fee / account holder | $50 | $6,748-99.3% | $13,987-99.6% | $5,306-99.1% |