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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 | $30,528 | $108,897-72.0% | $100,378-69.6% | $145,877-79.1% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 11.86% | 58.17%-46.3pp | 49.41%-37.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $43 | $8,455-99.5% | $8,087-99.5% | $6,691-99.4% |
| Admin fee / account holder | $99 | $9,690-99.0% | $7,899-98.8% | $13,402-99.3% |