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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 | $77,747 | $98,240-20.9% | $82,312-5.5% | $147,586-47.3% |
| Participation rate | 4.8% | 79.7%-75.0pp | 76.9%-72.1pp | 82.8%-78.1pp |
| Annual return | 19.63% | 30.85%-11.2pp | 25.88%-6.3pp | 578.59%-559.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $618 | $4,383-85.9% | $3,706-83.3% | $5,439-88.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |