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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 | $88,778-50.4% | $81,844-46.2% | $145,884-69.8% |
| Participation rate | 7.1% | 75.1%-67.9pp | 72.4%-65.2pp | 80.3%-73.2pp |
| Annual return | 14.47% | 1033.03%-1018.6pp | 778.87%-764.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $136 | $4,648-97.1% | $4,323-96.9% | $6,690-98.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |