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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 | $166,131-82.1% | $164,975-82.0% | $145,877-79.6% |
| Participation rate | 5.9% | 82.0%-76.1pp | 78.6%-72.7pp | 80.3%-74.4pp |
| Annual return | 10.45% | 100.37%-89.9pp | 70.12%-59.7pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $153 | $6,962-97.8% | $6,033-97.5% | $6,691-97.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |