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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 | $61,196 | $75,962-19.4% | $154,108-60.3% | $64,173-4.6% |
| Participation rate | 17.9% | 70.4%-52.5pp | 83.0%-65.1pp | 69.6%-51.6pp |
| Annual return | 16.49% | 30.32%-13.8pp | 735.21%-718.7pp | 7.63%+8.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $642 | $3,175-79.8% | $5,081-87.4% | $3,470-81.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |