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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 | $19,337 | $96,643-80.0% | $86,617-77.7% | $139,456-86.1% |
| Participation rate | 10.0% | 74.4%-64.4pp | 71.7%-61.7pp | 80.3%-70.3pp |
| Annual return | 21.39% | 106.57%-85.2pp | 591.91%-570.5pp | 373.45%-352.1pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $65 | $4,835-98.7% | $4,437-98.5% | $6,711-99.0% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |