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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 | $78,533 | $114,093-31.2% | $96,171-18.3% | $167,536-53.1% |
| Participation rate | 15.4% | 75.1%-59.7pp | 68.4%-53.1pp | 82.1%-66.7pp |
| Annual return | 9.70% | 190.00%-180.3pp | 192.04%-182.3pp | 478.82%-469.1pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $275 | $5,197-94.7% | $4,350-93.7% | $6,342-95.7% |
| Admin fee / account holder | $60 | $6,899-99.1% | $5,538-98.9% | $12,315-99.5% |