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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 | $35,719 | $63,346-43.6% | $92,240-61.3% | $70,126-49.1% |
| Participation rate | 51.5% | 68.7%-17.2pp | 76.5%-25.0pp | 69.5%-18.0pp |
| Annual return | 20.73% | 530.19%-509.5pp | 176.29%-155.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $636 | $2,854-77.7% | $3,897-83.7% | $3,332-80.9% |
| Admin fee / account holder | $76 | $3,841-98.0% | $5,194-98.5% | $4,645-98.4% |