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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 | $50,370 | $100,811-50.0% | $86,698-41.9% | $134,545-62.6% |
| Participation rate | 11.1% | 79.0%-67.8pp | 76.6%-65.5pp | 81.2%-70.1pp |
| Annual return | -1.66% | 29.11%-30.8pp | 35.96%-37.6pp | 418.37%-420.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,486 | $5,339-72.2% | $4,656-68.1% | $6,401-76.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |