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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 | $56,431-38.6% | $130,788-73.5% | $87,485-60.4% |
| Participation rate | 10.3% | 58.9%-48.7pp | 70.1%-59.8pp | 68.9%-58.6pp |
| Annual return | 12.83% | 91.27%-78.4pp | 386.44%-373.6pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $350 | $2,749-87.3% | $4,137-91.5% | $4,274-91.8% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |