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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 | $61,347 | $45,312+35.4% | $86,233-28.9% | $67,986-9.8% |
| Participation rate | 0.8% | 42.4%-41.6pp | 69.0%-68.2pp | 57.2%-56.4pp |
| Annual return | 15.24% | 24.79%-9.6pp | 61.39%-46.2pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $56 | $2,185-97.4% | $4,559-98.8% | $3,358-98.3% |
| Admin fee / account holder | $0 | $3,295-100.0% | $8,342-100.0% | $3,203-100.0% |