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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 | $34,469 | $61,815-44.2% | $97,295-64.6% | $80,959-57.4% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.7%-52.7pp | 67.7%-47.7pp |
| Annual return | 20.86% | -558.73%+579.6pp | 75.62%-54.8pp | 35.67%-14.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,646-100.0% | $6,925-100.0% |