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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 | $38,170 | $43,730-12.7% | $121,220-68.5% | $64,173-40.5% |
| Participation rate | 6.0% | 58.3%-52.4pp | 71.8%-65.8pp | 69.6%-63.6pp |
| Annual return | -5.81% | 68.94%-74.7pp | 16.94%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $259 | $2,281-88.6% | $3,345-92.3% | $3,470-92.5% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,021-100.0% | $4,887-100.0% |