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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 | $23,647 | $103,000-77.0% | $90,300-73.8% | $152,885-84.5% |
| Participation rate | 10.5% | 75.9%-65.3pp | 73.3%-62.7pp | 82.5%-71.9pp |
| Annual return | 21.15% | 95.19%-74.0pp | 78.11%-57.0pp | 345.39%-324.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $263 | $4,281-93.9% | $3,884-93.2% | $5,851-95.5% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |