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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 | $49,935 | $99,921-50.0% | $85,009-41.3% | $145,959-65.8% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.4pp | 80.3%-57.2pp |
| Annual return | 8.86% | 83.89%-75.0pp | 66.47%-57.6pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |