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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 | $22,271 | $72,177-69.1% | $115,038-80.6% | $59,633-62.7% |
| Participation rate | 3.8% | 72.6%-68.8pp | 81.4%-77.6pp | 68.7%-64.9pp |
| Annual return | 69.66% | 12.02%+57.6pp | 26.14%+43.5pp | 2041.45%-1971.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $296 | $4,783-93.8% | $6,026-95.1% | $3,192-90.7% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |