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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 | $29,750 | $166,268-82.1% | $165,100-82.0% | $145,897-79.6% |
| Participation rate | 5.9% | 82.0%-76.1pp | 78.6%-72.7pp | 80.3%-74.4pp |
| Annual return | 10.45% | 100.52%-90.1pp | 70.21%-59.8pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $153 | $6,964-97.8% | $6,035-97.5% | $6,689-97.7% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |