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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 | $12,635 | $96,388-86.9% | $80,627-84.3% | $139,466-90.9% |
| Participation rate | 15.4% | 73.6%-58.3pp | 67.0%-51.6pp | 80.3%-64.9pp |
| Annual return | 20.98% | 1352.08%-1331.1pp | 936.76%-915.8pp | 373.66%-352.7pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $379 | $5,224-92.8% | $4,443-91.5% | $6,712-94.4% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |