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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 | $13,039 | $137,256-90.5% | $42,613-69.4% | $137,256-90.5% |
| Participation rate | 16.7% | 80.0%-63.3pp | 73.5%-56.9pp | 80.0%-63.3pp |
| Annual return | 43.13% | 220.34%-177.2pp | 19.23%+23.9pp | 220.34%-177.2pp |
| Employer contribution / active EE | $0 | $4,156-100.0% | $1,687-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,325 | $6,407-79.3% | $4,456-70.3% | $6,407-79.3% |
| Admin fee / account holder | $37 | $12,270-99.7% | $2,621-98.6% | $12,270-99.7% |