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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 | $22,662 | $91,179-75.1% | $178,499-87.3% | $79,852-71.6% |
| Participation rate | 3.9% | 69.2%-65.3pp | 81.9%-78.0pp | 69.6%-65.7pp |
| Annual return | 20.12% | 24.19%-4.1pp | 151.10%-131.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $304 | $3,236-90.6% | $5,202-94.2% | $3,740-91.9% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |