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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 | $15,350 | $47,848-67.9% | $81,473-81.2% | $70,126-78.1% |
| Participation rate | 16.4% | 58.3%-41.9pp | 68.0%-51.5pp | 69.5%-53.1pp |
| Annual return | 148.00% | 27.25%+120.8pp | 38.78%+109.2pp | 73.15%+74.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |