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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 | $27,148 | $45,050-39.7% | $63,018-56.9% | $70,126-61.3% |
| Participation rate | 8.3% | 69.5%-61.2pp | 74.8%-66.5pp | 69.5%-61.2pp |
| Annual return | 49.18% | 18.76%+30.4pp | 87.62%-38.4pp | 73.15%-24.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $500 | $2,466-79.7% | $3,330-85.0% | $3,332-85.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |