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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 | $43,556 | $102,663-57.6% | $86,216-49.5% | $139,466-68.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 20.88% | 1924.52%-1903.6pp | 1169.42%-1148.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $433 | $4,677-90.7% | $3,986-89.1% | $6,712-93.6% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |