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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 | $18,849 | $106,008-82.2% | $92,240-79.6% | $147,586-87.2% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 13.16% | 50.05%-36.9pp | 176.29%-163.1pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $345 | $4,478-92.3% | $3,897-91.2% | $5,439-93.7% |
| Admin fee / account holder | $3 | $6,333-99.9% | $5,194-99.9% | $10,886-100.0% |