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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 | $17,156 | $60,139-71.5% | $90,461-81.0% | $79,856-78.5% |
| Participation rate | 12.0% | 65.0%-53.0pp | 72.7%-60.7pp | 69.6%-57.6pp |
| Annual return | 479.51% | 71.96%+407.5pp | 1294.76%-815.3pp | 31.71%+447.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $333 | $2,939-88.7% | $3,964-91.6% | $3,741-91.1% |
| Admin fee / account holder | $69 | $3,978-98.3% | $5,617-98.8% | $5,306-98.7% |