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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 | $43,414 | $84,236-48.5% | $170,435-74.5% | $70,126-38.1% |
| Participation rate | 67.7% | 70.8%-3.1pp | 83.6%-15.9pp | 69.5%-1.8pp |
| Annual return | 5494.60% | 23.06%+5471.5pp | 205.94%+5288.7pp | 73.15%+5421.4pp |
| Employer contribution / active EE | $48 | $3,387-98.6% | $5,432-99.1% | $2,343-97.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |