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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 | $27,997 | $96,419-71.0% | $80,648-65.3% | $139,487-79.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 16.48% | 1352.86%-1336.4pp | 937.21%-920.7pp | 373.84%-357.4pp |
| Employer contribution / active EE | $139 | $3,261-95.7% | $2,724-94.9% | $4,755-97.1% |
| Participant deferral / active EE | $575 | $5,225-89.0% | $4,443-87.1% | $6,713-91.4% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |