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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 | $16,951 | $53,128-68.1% | $86,582-80.4% | $70,126-75.8% |
| Participation rate | 8.8% | 65.3%-56.5pp | 73.5%-64.7pp | 69.5%-60.7pp |
| Annual return | 119.63% | 27.66%+92.0pp | 965.08%-845.5pp | 73.15%+46.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $392 | $2,695-85.5% | $3,609-89.2% | $3,332-88.2% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |