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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 | $22,692 | $91,198-75.1% | $178,503-87.3% | $79,856-71.6% |
| Participation rate | 24.1% | 69.2%-45.1pp | 81.9%-57.8pp | 69.6%-45.5pp |
| Annual return | 11.38% | 24.20%-12.8pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |