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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 | $149,040-88.3% | $120,225-85.5% | $137,256-87.3% |
| Participation rate | 15.8% | 75.4%-59.6pp | 69.6%-53.8pp | 80.0%-64.2pp |
| Annual return | 23.11% | 605.68%-582.6pp | 439.23%-416.1pp | 220.34%-197.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $299 | $4,655-93.6% | $3,999-92.5% | $6,407-95.3% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |