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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 | $45,622 | $72,269-36.9% | $101,271-55.0% | $79,852-42.9% |
| Participation rate | 10.0% | 68.5%-58.5pp | 75.8%-65.8pp | 69.6%-59.6pp |
| Annual return | 57.45% | 22.29%+35.2pp | 46.48%+11.0pp | 31.72%+25.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $56 | $3,282-98.3% | $4,371-98.7% | $3,740-98.5% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |