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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 | $39,461 | $162,529-75.7% | $130,788-69.8% | $154,746-74.5% |
| Participation rate | 8.3% | 75.9%-67.5pp | 70.1%-61.8pp | 80.7%-72.4pp |
| Annual return | 16.31% | 510.48%-494.2pp | 386.44%-370.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $383 | $4,808-92.0% | $4,137-90.7% | $6,730-94.3% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |