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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 | $80,615 | $103,392-22.0% | $87,104-7.4% | $152,897-47.3% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.9%-39.4pp | 82.5%-45.0pp |
| Annual return | 22.89% | 28.10%-5.2pp | 28.19%-5.3pp | 345.43%-322.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,064 | $4,778-77.7% | $4,048-73.7% | $5,851-81.8% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |