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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 | $31,938 | $105,856-69.8% | $90,161-64.6% | $147,586-78.4% |
| Participation rate | 36.4% | 79.7%-43.4pp | 76.9%-40.5pp | 82.8%-46.5pp |
| Annual return | 16.50% | 37.63%-21.1pp | 34.89%-18.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $954 | $5,733-83.4% | $5,287-82.0% | $5,439-82.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |