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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 | $52,167 | $63,346-17.6% | $92,240-43.4% | $70,126-25.6% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 22.13% | 530.19%-508.1pp | 176.29%-154.2pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $735 | $2,854-74.3% | $3,897-81.1% | $3,332-77.9% |
| Admin fee / account holder | $8 | $3,841-99.8% | $5,194-99.9% | $4,645-99.8% |