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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 | $47,498 | $78,707-39.7% | $117,861-59.7% | $70,126-32.3% |
| Participation rate | 2.5% | 73.2%-70.7pp | 79.7%-77.2pp | 69.5%-67.0pp |
| Annual return | 17.93% | 23.30%-5.4pp | 335.11%-317.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $139 | $3,297-95.8% | $4,482-96.9% | $3,332-95.8% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |