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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 | $71,786 | $85,171-15.7% | $172,752-58.4% | $72,975-1.6% |
| Participation rate | 8.6% | 70.1%-61.4pp | 82.6%-74.0pp | 69.5%-60.8pp |
| Annual return | 23.68% | 27.32%-3.6pp | 802.97%-779.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $371 | $3,260-88.6% | $5,198-92.9% | $3,608-89.7% |
| Admin fee / account holder | $25 | $5,880-99.6% | $13,955-99.8% | $5,124-99.5% |