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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 | $44,047 | $88,710-50.3% | $81,783-46.1% | $145,959-69.8% |
| Participation rate | 7.1% | 75.0%-67.9pp | 72.4%-65.2pp | 80.3%-73.1pp |
| Annual return | 14.47% | 1027.26%-1012.8pp | 775.05%-760.6pp | 561.95%-547.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $136 | $4,645-97.1% | $4,320-96.9% | $6,689-98.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |