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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 | $124,425-61.3% | $112,040-57.1% | $137,256-64.9% |
| Participation rate | 5.6% | 79.3%-73.8pp | 76.5%-70.9pp | 80.0%-74.4pp |
| Annual return | 13.28% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $85 | $5,718-98.5% | $5,098-98.3% | $6,407-98.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |