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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 | $79,394 | $175,036-54.6% | $52,425+51.4% | - |
| Participation rate | 15.2% | 60.2%-45.0pp | 55.6%-40.5pp | - |
| Annual return | 5.48% | 15.04%-9.6pp | 302.12%-296.6pp | - |
| Employer contribution / active EE | $483 | $1,949-75.2% | $914-47.1% | - |
| Participant deferral / active EE | $1,052 | $3,720-71.7% | $1,790-41.2% | - |
| Admin fee / account holder | $0 | $23,923-100.0% | $2,495-100.0% | - |