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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 | $23,304 | $102,595-77.3% | $94,057-75.2% | $154,746-84.9% |
| Participation rate | 7.1% | 76.0%-68.9pp | 73.3%-66.2pp | 80.7%-73.6pp |
| Annual return | 15.28% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $106 | $5,118-97.9% | $4,709-97.8% | $6,730-98.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |