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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 | $41,691 | $63,342-34.2% | $92,236-54.8% | $70,131-40.6% |
| Participation rate | 3.8% | 68.7%-64.8pp | 76.5%-72.6pp | 69.5%-65.7pp |
| Annual return | 18.84% | 530.15%-511.3pp | 176.29%-157.4pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $470 | $2,854-83.5% | $3,897-87.9% | $3,332-85.9% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |