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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 | $10,980 | $103,008-89.3% | $90,304-87.8% | $152,897-92.8% |
| Participation rate | 21.4% | 75.9%-54.4pp | 73.3%-51.8pp | 82.5%-61.0pp |
| Annual return | 30.14% | 95.22%-65.1pp | 78.13%-48.0pp | 345.43%-315.3pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $686 | $4,281-84.0% | $3,885-82.3% | $5,851-88.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |