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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 | $77,284 | $92,684-16.6% | $82,706-6.6% | $134,509-42.5% |
| Participation rate | 8.3% | 75.2%-66.9pp | 72.6%-64.2pp | 81.2%-72.9pp |
| Annual return | 12.46% | 945.84%-933.4pp | 701.76%-689.3pp | 418.13%-405.7pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |