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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 | $89,070 | $102,422-13.0% | $147,117-39.5% | $80,959+10.0% |
| Participation rate | 31.8% | 75.9%-44.1pp | 82.2%-50.4pp | 67.7%-35.8pp |
| Annual return | 12.62% | 135.16%-122.5pp | 420.54%-407.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,072 | $6,652-68.9% | $8,065-74.3% | $4,300-51.8% |
| Admin fee / account holder | $7 | $7,953-99.9% | $12,993-99.9% | $6,925-99.9% |