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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 | $24,923 | $111,878-77.7% | $93,727-73.4% | $145,897-82.9% |
| Participation rate | 27.3% | 74.2%-46.9pp | 68.7%-41.4pp | 80.3%-53.0pp |
| Annual return | 19.43% | 204.28%-184.8pp | 133.83%-114.4pp | 552.29%-532.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $501 | $4,920-89.8% | $4,417-88.7% | $6,689-92.5% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |