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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 | $43,760 | $166,268-73.7% | $165,100-73.5% | $145,897-70.0% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.6%-67.5pp | 80.3%-69.2pp |
| Annual return | 24.07% | 100.52%-76.4pp | 70.21%-46.1pp | 552.29%-528.2pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $60 | $6,964-99.1% | $6,035-99.0% | $6,689-99.1% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |