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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 | $24,581 | $154,193-84.1% | $130,045-81.1% | $139,466-82.4% |
| Participation rate | 5.3% | 82.0%-76.7pp | 78.5%-73.2pp | 80.3%-75.1pp |
| Annual return | 17.25% | 32.51%-15.3pp | -137.30%+154.6pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $137 | $6,709-98.0% | $5,820-97.6% | $6,712-98.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |