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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 | $59,322 | $98,776-39.9% | $149,745-60.4% | $79,856-25.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.5%-20.0pp | 69.6%-7.1pp |
| Annual return | 30.83% | 27.38%+3.5pp | 276.72%-245.9pp | 31.71%-0.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,284 | $5,681-59.8% | $6,843-66.6% | $3,741-38.9% |
| Admin fee / account holder | $107 | $6,053-98.2% | $9,312-98.9% | $5,306-98.0% |