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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 | $15,383 | $70,366-78.1% | $66,674-76.9% | $138,895-88.9% |
| Participation rate | 16.7% | 76.2%-59.5pp | 73.7%-57.0pp | 79.9%-63.3pp |
| Annual return | 21.94% | 386.41%-364.5pp | 321.24%-299.3pp | 145.39%-123.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $200 | $4,374-95.4% | $4,084-95.1% | $6,396-96.9% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |