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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 | $15,818 | $107,353-85.3% | $92,903-83.0% | $152,885-89.7% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.0%-61.7pp | 82.5%-68.2pp |
| Annual return | 27.81% | 145.62%-117.8pp | 109.43%-81.6pp | 345.39%-317.6pp |
| Employer contribution / active EE | $229 | $4,222-94.6% | $3,653-93.7% | $4,763-95.2% |
| Participant deferral / active EE | $371 | $4,848-92.3% | $4,238-91.2% | $5,851-93.7% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |