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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 | $56,111 | $57,828-3.0% | $117,039-52.1% | $70,126-20.0% |
| Participation rate | 11.0% | 67.1%-56.2pp | 77.2%-66.2pp | 69.5%-58.6pp |
| Annual return | 96.56% | 17.55%+79.0pp | 18.95%+77.6pp | 73.15%+23.4pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $583 | $2,438-76.1% | $3,929-85.2% | $3,332-82.5% |
| Admin fee / account holder | $116 | $3,548-96.7% | $5,974-98.1% | $4,645-97.5% |