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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 | $50,431 | $102,422-50.8% | $147,117-65.7% | $80,959-37.7% |
| Participation rate | 20.4% | 75.9%-55.5pp | 82.2%-61.8pp | 67.7%-47.3pp |
| Annual return | 12.21% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,211 | $6,652-66.8% | $8,065-72.6% | $4,300-48.6% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |