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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 | $9,706 | $57,330-83.1% | $86,656-88.8% | $75,177-87.1% |
| Participation rate | 4.5% | 63.2%-58.6pp | 71.7%-67.2pp | 67.2%-62.7pp |
| Annual return | 20.32% | 2675.40%-2655.1pp | 593.09%-572.8pp | 160.75%-140.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $282 | $3,320-91.5% | $4,439-93.6% | $4,126-93.2% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |