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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 | $20,782 | $62,672-66.8% | $185,117-88.8% | $70,126-70.4% |
| Participation rate | 7.1% | 63.8%-56.6pp | 77.3%-70.1pp | 69.5%-62.4pp |
| Annual return | 22.15% | 40.79%-18.6pp | 40.50%-18.3pp | 73.15%-51.0pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $554 | $3,272-83.1% | $5,045-89.0% | $3,332-83.4% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |