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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 | $58,623 | $85,171-31.2% | $172,753-66.1% | $72,976-19.7% |
| Participation rate | 10.3% | 70.1%-59.8pp | 82.6%-72.4pp | 69.5%-59.2pp |
| Annual return | 20.30% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $373 | $3,260-88.6% | $5,198-92.8% | $3,608-89.7% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |