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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 | $24,722 | $73,421-66.3% | $66,439-62.8% | $155,188-84.1% |
| Participation rate | 25.0% | 79.7%-54.7pp | 74.5%-49.5pp | 80.8%-55.8pp |
| Annual return | 23.24% | 1382.37%-1359.1pp | 757.66%-734.4pp | 148.84%-125.6pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $300 | $4,680-93.6% | $3,876-92.3% | $6,531-95.4% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |