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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 | $27,420 | $114,093-76.0% | $96,171-71.5% | $167,536-83.6% |
| Participation rate | 11.8% | 75.1%-63.3pp | 68.4%-56.7pp | 82.1%-70.3pp |
| Annual return | 12.69% | 190.00%-177.3pp | 192.04%-179.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $254 | $5,197-95.1% | $4,350-94.2% | $6,342-96.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |