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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 | $91,882 | $61,815+48.6% | $97,295-5.6% | $80,959+13.5% |
| Participation rate | 3.7% | 63.5%-59.8pp | 72.7%-69.0pp | 67.7%-64.0pp |
| Annual return | 13.44% | -558.73%+572.2pp | 75.62%-62.2pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $20 | $3,027-99.3% | $4,264-99.5% | $4,300-99.5% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,646-100.0% | $6,925-100.0% |