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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 | $74,382 | $106,008-29.8% | $92,240-19.4% | $147,586-49.6% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 16.44% | 50.05%-33.6pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,040 | $4,478-76.8% | $3,897-73.3% | $5,439-80.9% |
| Admin fee / account holder | $27 | $6,333-99.6% | $5,194-99.5% | $10,886-99.7% |