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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 | $15,205 | $65,423-76.8% | $98,477-84.6% | $85,856-82.3% |
| Participation rate | 12.0% | 65.0%-53.0pp | 73.3%-61.3pp | 69.3%-57.3pp |
| Annual return | 18.12% | 21.76%-3.6pp | 1493.59%-1475.5pp | 318.58%-300.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $98 | $3,167-96.9% | $4,276-97.7% | $3,952-97.5% |
| Admin fee / account holder | $0 | $4,594-100.0% | $5,951-100.0% | $6,261-100.0% |