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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 | $71,976 | $121,701-40.9% | $104,639-31.2% | $158,982-54.7% |
| Participation rate | 0.0% | 77.5%-77.5pp | 74.1%-74.1pp | 82.0%-82.0pp |
| Annual return | 13.12% | 465.72%-452.6pp | 340.67%-327.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $65 | $4,176-98.4% | $3,738-98.3% | $5,983-98.9% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |