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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 | $32,420 | $111,830-71.0% | $93,696-65.4% | $145,884-77.8% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 13.48% | 204.08%-190.6pp | 133.74%-120.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $306 | $4,920-93.8% | $4,417-93.1% | $6,690-95.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |