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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 | $33,176 | $28,624+15.9% | $53,647-38.2% | $82,637-59.9% |
| Participation rate | 2.3% | 47.3%-44.9pp | 56.3%-54.0pp | 68.1%-65.7pp |
| Annual return | 16.35% | 664.98%-648.6pp | 358.33%-342.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $169 | $1,196-85.9% | $1,813-90.7% | $4,126-95.9% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |