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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 | $61,103 | $118,695-48.5% | $98,916-38.2% | $158,950-61.6% |
| Participation rate | 16.7% | 77.8%-61.2pp | 76.0%-59.4pp | 82.0%-65.3pp |
| Annual return | 44.34% | 372.39%-328.1pp | 196.45%-152.1pp | 302.91%-258.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $200 | $5,088-96.1% | $4,245-95.3% | $5,983-96.7% |
| Admin fee / account holder | $30 | $10,132-99.7% | $6,642-99.5% | $11,248-99.7% |