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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 | $88,702-50.3% | $81,780-46.1% | $145,978-69.8% |
| Participation rate | 7.1% | 75.0%-67.9pp | 72.4%-65.2pp | 80.3%-73.1pp |
| Annual return | 14.47% | 1029.12%-1014.6pp | 776.27%-761.8pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $136 | $4,645-97.1% | $4,321-96.9% | $6,690-98.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |