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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 | $38,615 | $85,766-55.0% | $136,298-71.7% | $70,126-44.9% |
| Participation rate | 4.0% | 74.2%-70.2pp | 81.9%-77.9pp | 69.5%-65.5pp |
| Annual return | 15.51% | 31.46%-15.9pp | 5156.27%-5140.8pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $279 | $5,421-94.9% | $9,244-97.0% | $4,645-94.0% |