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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 | $17,401 | $154,754-88.8% | $124,206-86.0% | $138,895-87.5% |
| Participation rate | 15.8% | 75.5%-59.7pp | 69.6%-53.8pp | 79.9%-64.1pp |
| Annual return | 23.11% | 709.28%-686.2pp | 515.27%-492.2pp | 145.39%-122.3pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $299 | $4,621-93.5% | $3,968-92.5% | $6,396-95.3% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |