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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 | $78,796 | $104,577-24.7% | $76,667+2.8% | $152,909-48.5% |
| Participation rate | 30.0% | 76.6%-46.6pp | 72.1%-42.1pp | 82.5%-52.5pp |
| Annual return | 34.13% | 1014.36%-980.2pp | 1166.74%-1132.6pp | 345.46%-311.3pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $590 | $4,237-86.1% | $3,336-82.3% | $5,851-89.9% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |