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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 | $57,241 | $98,240-41.7% | $82,312-30.5% | $147,586-61.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 14.75% | 30.85%-16.1pp | 25.88%-11.1pp | 578.59%-563.8pp |
| Employer contribution / active EE | $536 | $3,192-83.2% | $2,428-77.9% | $4,876-89.0% |
| Participant deferral / active EE | $536 | $4,383-87.8% | $3,706-85.5% | $5,439-90.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |