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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 | $90,691-70.7% | $76,119-65.1% | $145,884-81.8% |
| Participation rate | 15.4% | 74.5%-59.1pp | 69.1%-53.7pp | 80.3%-64.9pp |
| Annual return | 16.92% | 624.52%-607.6pp | 361.25%-344.3pp | 551.85%-534.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |