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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 | $26,587 | $90,530-70.6% | $76,030-65.0% | $145,897-81.8% |
| Participation rate | 15.4% | 74.4%-59.1pp | 69.1%-53.7pp | 80.3%-64.9pp |
| Annual return | 16.92% | 625.08%-608.2pp | 361.54%-344.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |