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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 | $48,116 | $126,661-62.0% | $113,397-57.6% | $138,895-65.4% |
| Participation rate | 5.6% | 79.4%-73.9pp | 76.5%-70.9pp | 79.9%-74.4pp |
| Annual return | 13.28% | 25.05%-11.8pp | 23.20%-9.9pp | 145.39%-132.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $85 | $5,693-98.5% | $5,076-98.3% | $6,396-98.7% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |