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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 | $48,571 | $52,967-8.3% | $172,753-71.9% | $65,186-25.5% |
| Participation rate | 8.7% | 66.2%-57.5pp | 82.6%-74.0pp | 70.2%-61.5pp |
| Annual return | 21.03% | 30.12%-9.1pp | 803.00%-782.0pp | 29.39%-8.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $193 | $2,471-92.2% | $5,198-96.3% | $3,514-94.5% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |