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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 | $69,827 | $100,901-30.8% | $75,501-7.5% | $147,586-52.7% |
| Participation rate | 62.5% | 77.1%-14.6pp | 72.4%-9.9pp | 82.8%-20.3pp |
| Annual return | 15.52% | 35.78%-20.3pp | 27.35%-11.8pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |