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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 | $38,422 | $46,877-18.0% | $122,354-68.6% | $70,126-45.2% |
| Participation rate | 7.6% | 58.2%-50.6pp | 71.6%-64.1pp | 69.5%-62.0pp |
| Annual return | 20.41% | 24.22%-3.8pp | 30.28%-9.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $171 | $2,167-92.1% | $3,287-94.8% | $3,332-94.9% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |