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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 | $54,255 | $95,415-43.1% | $185,851-70.8% | $85,851-36.8% |
| Participation rate | 3.5% | 68.8%-65.3pp | 81.7%-78.2pp | 69.3%-65.8pp |
| Annual return | 14.91% | 23.59%-8.7pp | 122.11%-107.2pp | 318.63%-303.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $19 | $3,424-99.4% | $5,569-99.7% | $3,952-99.5% |
| Admin fee / account holder | $30 | $7,215-99.6% | $16,245-99.8% | $6,261-99.5% |