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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 | $138,823 | $48,011+189.2% | $63,803+117.6% | $82,637+68.0% |
| Participation rate | 4.2% | 66.6%-62.4pp | 72.7%-68.5pp | 68.1%-63.9pp |
| Annual return | 14.32% | 19.84%-5.5pp | 543.72%-529.4pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $130 | $2,846-95.4% | $3,843-96.6% | $4,126-96.8% |
| Admin fee / account holder | $20 | $3,873-99.5% | $5,196-99.6% | $7,339-99.7% |