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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 | $55,714 | $69,977-20.4% | $108,582-48.7% | $62,881-11.4% |
| Participation rate | 4.0% | 72.9%-68.9pp | 79.6%-75.6pp | 69.3%-65.3pp |
| Annual return | 11.21% | 10.73%+0.5pp | -51.70%+62.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $91 | $3,165-97.1% | $4,311-97.9% | $3,203-97.2% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |