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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 | $57,073-16.8% | $85,126-44.2% | $80,925-41.3% |
| Participation rate | 1.1% | 56.4%-55.3pp | 67.5%-66.4pp | 67.7%-66.6pp |
| Annual return | 16.05% | 21.69%-5.6pp | 66.63%-50.6pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $120 | $3,113-96.1% | $4,523-97.3% | $4,299-97.2% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |