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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 | $30,905 | $105,198-70.6% | $159,455-80.6% | $85,856-64.0% |
| Participation rate | 10.5% | 75.8%-65.3pp | 82.8%-72.3pp | 69.3%-58.8pp |
| Annual return | 14.09% | 45.08%-31.0pp | 263.63%-249.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $494 | $5,946-91.7% | $7,353-93.3% | $3,952-87.5% |
| Admin fee / account holder | $166 | $6,934-97.6% | $10,800-98.5% | $6,261-97.4% |