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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 | $23,776 | $85,766-72.3% | $136,297-82.6% | $70,124-66.1% |
| Participation rate | 4.5% | 74.2%-69.6pp | 81.9%-77.4pp | 69.5%-65.0pp |
| Annual return | 15.89% | 31.45%-15.6pp | 5156.19%-5140.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $15 | $5,051-99.7% | $6,247-99.8% | $3,332-99.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |