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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 | $27,534 | $65,566-58.0% | $86,235-68.1% | $75,177-63.4% |
| Participation rate | 6.3% | 60.5%-54.2pp | 69.0%-62.7pp | 67.2%-61.0pp |
| Annual return | 29.23% | 46.07%-16.8pp | 1170.03%-1140.8pp | 160.75%-131.5pp |
| Employer contribution / active EE | $265 | $1,553-83.0% | $2,381-88.9% | $2,671-90.1% |
| Participant deferral / active EE | $415 | $3,023-86.3% | $3,987-89.6% | $4,126-89.9% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,856-100.0% | $5,651-100.0% |