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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 | $45,076 | $72,465-37.8% | $67,575-33.3% | $145,884-69.1% |
| Participation rate | 9.1% | 76.9%-67.8pp | 72.9%-63.8pp | 80.3%-71.2pp |
| Annual return | 15.43% | 7222.56%-7207.1pp | 3528.98%-3513.6pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $41 | $4,786-99.1% | $4,003-99.0% | $6,690-99.4% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |