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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 | $33,350 | $85,766-61.1% | $136,297-75.5% | $70,124-52.4% |
| Participation rate | 7.9% | 74.2%-66.3pp | 81.9%-74.0pp | 69.5%-61.6pp |
| Annual return | 19.17% | 31.45%-12.3pp | 5156.19%-5137.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $137 | $5,051-97.3% | $6,247-97.8% | $3,332-95.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |