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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 | $13,454 | $109,372-87.7% | $89,414-85.0% | $158,966-91.5% |
| Participation rate | 21.1% | 74.3%-53.2pp | 68.0%-46.9pp | 82.0%-60.9pp |
| Annual return | 14.69% | 345.55%-330.9pp | 245.50%-230.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $721 | $4,598-84.3% | $3,890-81.5% | $5,983-88.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |