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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 | $65,446 | $117,777-44.4% | $71,778-8.8% | $134,545-51.4% |
| Participation rate | 10.0% | 68.9%-58.9pp | 62.3%-52.3pp | 81.2%-71.2pp |
| Annual return | 172.15% | 25.46%+146.7pp | 9.15%+163.0pp | 418.37%-246.2pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $3,756-100.0% | $2,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,431-100.0% |