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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 | $25,113 | $84,236-70.2% | $170,435-85.3% | $70,126-64.2% |
| Participation rate | 17.1% | 70.8%-53.7pp | 83.6%-66.5pp | 69.5%-52.4pp |
| Annual return | 26.64% | 23.06%+3.6pp | 205.94%-179.3pp | 73.15%-46.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $833 | $3,086-73.0% | $4,939-83.1% | $3,332-75.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |