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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 | $94,684 | $227,597-58.4% | $189,575-50.1% | $167,536-43.5% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.4%-45.1pp | 82.1%-48.8pp |
| Annual return | 0.00% | 78.44%-78.4pp | 64.19%-64.2pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $917 | $7,002-86.9% | $6,174-85.2% | $6,342-85.5% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |