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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 | $60,838 | $107,030-43.2% | $73,550-17.3% | $147,586-58.8% |
| Participation rate | 56.3% | 66.4%-10.1pp | 54.9%+1.3pp | 82.8%-26.6pp |
| Annual return | 5.02% | 38.25%-33.2pp | -15.16%+20.2pp | 578.59%-573.6pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,886-100.0% |