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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 | $33,824 | $88,702-61.9% | $81,780-58.6% | $145,978-76.8% |
| Participation rate | 6.3% | 75.0%-68.8pp | 72.4%-66.1pp | 80.3%-74.0pp |
| Annual return | 15.48% | 1029.12%-1013.6pp | 776.27%-760.8pp | 550.52%-535.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $637 | $4,645-86.3% | $4,321-85.3% | $6,690-90.5% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |