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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 | $29,593 | $106,864-72.3% | $147,318-79.9% | $82,637-64.2% |
| Participation rate | 5.0% | 75.5%-70.5pp | 82.1%-77.1pp | 68.1%-63.1pp |
| Annual return | 85.70% | 27.49%+58.2pp | 70.43%+15.3pp | 53.51%+32.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $171 | $6,496-97.4% | $7,906-97.8% | $4,126-95.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |