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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 | $57,321 | $232,540-75.4% | $185,117-69.0% | $147,585-61.2% |
| Participation rate | 9.1% | 82.4%-73.3pp | 77.3%-68.2pp | 82.8%-73.7pp |
| Annual return | 15.76% | 43.03%-27.3pp | 40.50%-24.7pp | 578.58%-562.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $556 | $5,834-90.5% | $5,045-89.0% | $5,439-89.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |