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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 | $37,446 | $110,240-66.0% | $96,544-61.2% | $139,487-73.2% |
| Participation rate | 14.3% | 78.1%-63.8pp | 76.0%-61.7pp | 80.3%-66.1pp |
| Annual return | 71.76% | 26.41%+45.4pp | 25.88%+45.9pp | 373.84%-302.1pp |
| Employer contribution / active EE | $71 | $3,622-98.0% | $2,966-97.6% | $4,755-98.5% |
| Participant deferral / active EE | $219 | $5,549-96.1% | $4,851-95.5% | $6,713-96.7% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |