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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 | $130,309 | $77,638+67.8% | $156,551-16.8% | $62,881+107.2% |
| Participation rate | 0.0% | 71.2%-71.2pp | 84.0%-84.0pp | 69.3%-69.3pp |
| Annual return | 7.32% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $314 | $3,046-89.7% | $4,871-93.6% | $3,203-90.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |