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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 | $66,860 | $110,240-39.4% | $96,544-30.7% | $139,487-52.1% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.7pp | 80.3%-22.0pp |
| Annual return | 15.39% | 26.41%-11.0pp | 25.88%-10.5pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |