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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 | $83,074 | $127,298-34.7% | $109,916-24.4% | $167,553-50.4% |
| Participation rate | 6.7% | 77.9%-71.2pp | 74.2%-67.6pp | 82.1%-75.4pp |
| Annual return | 14.43% | 22.97%-8.5pp | 29.46%-15.0pp | 478.89%-464.5pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $47 | $4,513-98.9% | $4,047-98.8% | $6,343-99.3% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |