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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 | $56,116-38.3% | $135,768-74.5% | $86,983-60.2% |
| Participation rate | 10.3% | 60.1%-49.8pp | 71.1%-60.8pp | 69.5%-59.2pp |
| Annual return | 12.83% | 125.33%-112.5pp | 526.10%-513.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $350 | $2,690-87.0% | $3,977-91.2% | $4,194-91.7% |
| Admin fee / account holder | $0 | $4,314-100.0% | $7,048-100.0% | $7,856-100.0% |