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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 | $66,826 | $99,079-32.6% | $78,002-14.3% | $273,972-75.6% |
| Participation rate | 6.3% | 78.6%-72.3pp | 75.5%-69.3pp | 83.0%-76.8pp |
| Annual return | 5.71% | 217.93%-212.2pp | 425.99%-420.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $452 | $4,306-89.5% | $3,497-87.1% | $5,287-91.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |