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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 | $17,754 | $104,577-83.0% | $76,667-76.8% | $152,909-88.4% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 24.10% | 1014.36%-990.3pp | 1166.74%-1142.6pp | 345.46%-321.4pp |
| Employer contribution / active EE | $56 | $3,119-98.2% | $2,303-97.6% | $4,764-98.8% |
| Participant deferral / active EE | $682 | $4,237-83.9% | $3,336-79.6% | $5,851-88.3% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |