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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 | $47,466 | $57,140-16.9% | $85,240-44.3% | $80,959-41.4% |
| Participation rate | 1.1% | 56.4%-55.3pp | 67.5%-66.5pp | 67.7%-66.6pp |
| Annual return | 16.05% | 21.71%-5.7pp | 66.75%-50.7pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $120 | $3,115-96.1% | $4,527-97.3% | $4,300-97.2% |
| Admin fee / account holder | $0 | $4,992-100.0% | $6,165-100.0% | $6,925-100.0% |