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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 | $55,185 | $104,251-47.1% | $91,004-39.4% | $147,586-62.6% |
| Participation rate | 33.3% | 78.2%-44.9pp | 75.6%-42.3pp | 82.8%-49.5pp |
| Annual return | 12.52% | 27.06%-14.5pp | 4.60%+7.9pp | 578.59%-566.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $492 | $4,195-88.3% | $3,548-86.1% | $5,439-90.9% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |