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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 | $18,387 | $107,941-83.0% | $91,994-80.0% | $152,897-88.0% |
| Participation rate | 63.6% | 81.2%-17.6pp | 78.6%-15.0pp | 82.5%-18.8pp |
| Annual return | 53.57% | 89.28%-35.7pp | 69.04%-15.5pp | 345.43%-291.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,439 | $6,366-77.4% | $5,924-75.7% | $5,851-75.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |