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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 | $56,375 | $46,697+20.7% | $117,533-52.0% | $68,486-17.7% |
| Participation rate | 4.1% | 56.8%-52.7pp | 70.6%-66.5pp | 67.9%-63.8pp |
| Annual return | -18.93% | -14.52%-4.4pp | 29.77%-48.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $298 | $2,637-88.7% | $4,072-92.7% | $4,028-92.6% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |