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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 | $39,684 | $48,570-18.3% | $130,660-69.6% | $72,983-45.6% |
| Participation rate | 3.5% | 58.6%-55.1pp | 71.7%-68.2pp | 69.5%-66.0pp |
| Annual return | 31.98% | 38.63%-6.7pp | 1709.29%-1677.3pp | 81.01%-49.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $277 | $2,384-88.4% | $3,603-92.3% | $3,608-92.3% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |