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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 | $34,634 | $65,961-47.5% | $180,320-80.8% | $94,015-63.2% |
| Participation rate | 10.3% | 61.3%-51.0pp | 71.5%-61.2pp | 70.8%-60.5pp |
| Annual return | 12.83% | 14.27%-1.4pp | 778.54%-765.7pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $350 | $3,003-88.3% | $4,304-91.9% | $4,249-91.8% |
| Admin fee / account holder | $0 | $4,901-100.0% | $10,000-100.0% | $8,951-100.0% |