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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 | $31,918 | $125,237-74.5% | $105,608-69.8% | $145,877-78.1% |
| Participation rate | 15.4% | 77.7%-62.3pp | 75.3%-59.9pp | 80.3%-64.9pp |
| Annual return | 16.95% | 225.76%-208.8pp | 116.50%-99.5pp | 551.28%-534.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30 | $17,287-99.8% | $11,028-99.7% | $13,402-99.8% |