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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 | $89,162 | $39,162+127.7% | $100,671-11.4% | $59,633+49.5% |
| Participation rate | 14.8% | 55.9%-41.0pp | 70.7%-55.9pp | 68.7%-53.9pp |
| Annual return | -0.68% | 21.07%-21.7pp | 20.43%-21.1pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $241 | $1,992-87.9% | $3,144-92.3% | $3,192-92.4% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |