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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 | $22,420 | $109,411-79.5% | $89,435-74.9% | $158,982-85.9% |
| Participation rate | 11.8% | 74.3%-62.5pp | 68.0%-56.2pp | 82.0%-70.2pp |
| Annual return | 9.41% | 345.68%-336.3pp | 245.55%-236.1pp | 302.99%-293.6pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $333 | $4,600-92.8% | $3,890-91.4% | $5,983-94.4% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |