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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 | $41,445 | $96,361-57.0% | $80,607-48.6% | $139,456-70.3% |
| Participation rate | 14.3% | 73.6%-59.4pp | 67.0%-52.7pp | 80.3%-66.0pp |
| Annual return | 20.97% | 1350.95%-1330.0pp | 936.11%-915.1pp | 373.45%-352.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $488 | $5,232-90.7% | $4,448-89.0% | $6,711-92.7% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |