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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 | $84,372 | $152,460-44.7% | $118,746-28.9% | $147,586-42.8% |
| Participation rate | 20.0% | 82.3%-62.3pp | 78.3%-58.3pp | 82.8%-62.8pp |
| Annual return | 0.00% | 17.41%-17.4pp | 24.54%-24.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |