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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 | $26,760 | $93,598-71.4% | $135,974-80.3% | $75,173-64.4% |
| Participation rate | 10.3% | 75.2%-64.8pp | 81.9%-71.6pp | 67.2%-56.9pp |
| Annual return | 337.78% | 30.89%+306.9pp | 68.30%+269.5pp | 160.72%+177.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $825 | $6,405-87.1% | $7,760-89.4% | $4,126-80.0% |
| Admin fee / account holder | $191 | $6,978-97.3% | $10,767-98.2% | $5,651-96.6% |