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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 | $45,781 | $84,236-45.7% | $170,435-73.1% | $70,126-34.7% |
| Participation rate | 6.5% | 70.8%-64.3pp | 83.6%-77.1pp | 69.5%-63.0pp |
| Annual return | 21.10% | 23.06%-2.0pp | 205.94%-184.8pp | 73.15%-52.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $522 | $3,086-83.1% | $4,939-89.4% | $3,332-84.3% |
| Admin fee / account holder | $25 | $5,698-99.6% | $13,881-99.8% | $4,645-99.5% |