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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 | $24,364 | $77,638-68.6% | $156,551-84.4% | $62,881-61.3% |
| Participation rate | 1.5% | 71.2%-69.7pp | 84.0%-82.5pp | 69.3%-67.8pp |
| Annual return | 34.23% | 50.33%-16.1pp | 32.23%+2.0pp | 20.14%+14.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $277 | $3,046-90.9% | $4,871-94.3% | $3,203-91.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |