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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 | $47,935 | $101,795-52.9% | $165,100-71.0% | $80,959-40.8% |
| Participation rate | 6.5% | 71.8%-65.4pp | 78.6%-72.2pp | 67.7%-61.2pp |
| Annual return | 24.87% | 16.73%+8.1pp | 70.21%-45.3pp | 35.67%-10.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $321 | $4,476-92.8% | $6,035-94.7% | $4,300-92.5% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |