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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 | $29,844 | $109,863-72.8% | $98,477-69.7% | $167,518-82.2% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 16.23% | 1958.09%-1941.9pp | 1493.59%-1477.4pp | 478.71%-462.5pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $211 | $4,673-95.5% | $4,276-95.1% | $6,342-96.7% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |