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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 | $99,875-70.4% | $146,866-79.9% | $86,983-66.0% |
| Participation rate | 5.0% | 75.8%-70.8pp | 82.5%-77.5pp | 69.5%-64.5pp |
| Annual return | 85.70% | 28.10%+57.6pp | 102.85%-17.2pp | 25.83%+59.9pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $171 | $6,322-97.3% | $7,759-97.8% | $4,194-95.9% |
| Admin fee / account holder | $0 | $7,838-100.0% | $13,620-100.0% | $7,856-100.0% |