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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 | $31,022 | $99,652-68.9% | $78,778-60.6% | $147,586-79.0% |
| Participation rate | 13.6% | 76.2%-62.6pp | 69.2%-55.6pp | 82.8%-69.2pp |
| Annual return | 20.69% | 47.28%-26.6pp | 35.62%-14.9pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $545 | $3,664-85.1% | $2,958-81.6% | $5,439-90.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |