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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 | $56,412 | $35,183+60.3% | $73,550-23.3% | $70,126-19.6% |
| Participation rate | 4.6% | 42.9%-38.3pp | 54.9%-50.3pp | 69.5%-64.9pp |
| Annual return | 21.59% | 26.90%-5.3pp | -15.16%+36.8pp | 73.15%-51.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $155 | $1,220-87.3% | $1,804-91.4% | $3,332-95.3% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |