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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 | $31,586 | $117,444-73.1% | $99,479-68.2% | $152,909-79.3% |
| Participation rate | 0.0% | 77.5%-77.5pp | 73.8%-73.8pp | 82.5%-82.5pp |
| Annual return | 22.95% | 31.87%-8.9pp | 30.72%-7.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $65 | $4,086-98.4% | $3,619-98.2% | $5,851-98.9% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |