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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 | $79,146 | $85,766-7.7% | $136,298-41.9% | $70,126+12.9% |
| Participation rate | 7.1% | 74.2%-67.0pp | 81.9%-74.8pp | 69.5%-62.4pp |
| Annual return | 15.61% | 31.46%-15.8pp | 5156.27%-5140.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $214 | $5,051-95.8% | $6,247-96.6% | $3,332-93.6% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |