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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 | $30,739 | $71,809-57.2% | $61,048-49.6% | $152,897-79.9% |
| Participation rate | 66.7% | 84.2%-17.5pp | 79.3%-12.6pp | 82.5%-15.8pp |
| Annual return | 11.00% | 29.74%-18.7pp | 26.18%-15.2pp | 345.43%-334.4pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,750-100.0% | $3,728-100.0% | $11,599-100.0% |