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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 | $36,920 | $115,814-68.1% | $101,275-63.5% | $158,982-76.8% |
| Participation rate | 13.3% | 79.4%-66.0pp | 75.8%-62.5pp | 82.0%-68.6pp |
| Annual return | 16.76% | 56.16%-39.4pp | 46.48%-29.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $186 | $4,176-95.5% | $3,660-94.9% | $4,763-96.1% |
| Participant deferral / active EE | $465 | $4,958-90.6% | $4,371-89.4% | $5,983-92.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |