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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 | $47,740 | $78,705-39.3% | $117,857-59.5% | $70,131-31.9% |
| Participation rate | 29.3% | 73.2%-43.9pp | 79.7%-50.4pp | 69.5%-40.3pp |
| Annual return | 17.04% | 23.30%-6.3pp | 335.09%-318.0pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $828 | $3,297-74.9% | $4,482-81.5% | $3,332-75.2% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |