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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 | $32,066 | $58,275-45.0% | $81,844-60.8% | $80,935-60.4% |
| Participation rate | 4.8% | 63.5%-58.7pp | 72.4%-67.6pp | 67.7%-62.9pp |
| Annual return | 17.65% | 41.82%-24.2pp | 778.87%-761.2pp | 35.66%-18.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $130 | $3,285-96.0% | $4,323-97.0% | $4,299-97.0% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |