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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 | $45,280 | $72,177-37.3% | $115,038-60.6% | $59,633-24.1% |
| Participation rate | 22.2% | 72.6%-50.3pp | 81.4%-59.1pp | 68.7%-46.4pp |
| Annual return | 129.72% | 12.02%+117.7pp | 26.14%+103.6pp | 2041.45%-1911.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $799 | $4,783-83.3% | $6,026-86.7% | $3,192-75.0% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |