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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 | $36,286 | $88,702-59.1% | $81,780-55.6% | $145,978-75.1% |
| Participation rate | 15.8% | 75.0%-59.3pp | 72.4%-56.6pp | 80.3%-64.5pp |
| Annual return | 11.29% | 1029.12%-1017.8pp | 776.27%-765.0pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $246 | $4,645-94.7% | $4,321-94.3% | $6,690-96.3% |
| Admin fee / account holder | $4 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |