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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 | $43,903 | $118,708-63.0% | $98,920-55.6% | $158,966-72.4% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 15.33% | 372.49%-357.2pp | 196.47%-181.1pp | 302.95%-287.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $372 | $5,089-92.7% | $4,245-91.2% | $5,983-93.8% |
| Admin fee / account holder | $290 | $10,134-97.1% | $6,643-95.6% | $11,250-97.4% |