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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 | $27,637 | $118,708-76.7% | $98,920-72.1% | $158,966-82.6% |
| Participation rate | 13.0% | 77.8%-64.8pp | 76.0%-63.0pp | 82.0%-68.9pp |
| Annual return | 26.82% | 372.49%-345.7pp | 196.47%-169.7pp | 302.95%-276.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $698 | $5,089-86.3% | $4,245-83.5% | $5,983-88.3% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |