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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 | $30,886 | $102,595-69.9% | $94,057-67.2% | $154,746-80.0% |
| Participation rate | 26.7% | 76.0%-49.3pp | 73.3%-46.7pp | 80.7%-54.0pp |
| Annual return | 13.70% | 583.42%-569.7pp | 480.62%-466.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $618 | $5,118-87.9% | $4,709-86.9% | $6,730-90.8% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |