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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 | $33,775 | $100,895-66.5% | $90,430-62.7% | $158,950-78.8% |
| Participation rate | 6.3% | 75.0%-68.8pp | 72.7%-66.4pp | 82.0%-75.7pp |
| Annual return | 21.03% | 1725.54%-1704.5pp | 1293.73%-1272.7pp | 302.91%-281.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $185 | $4,347-95.8% | $3,963-95.3% | $5,983-96.9% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |