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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 | $67,648 | $102,595-34.1% | $94,057-28.1% | $154,746-56.3% |
| Participation rate | 10.0% | 76.0%-66.0pp | 73.3%-63.3pp | 80.7%-70.7pp |
| Annual return | 18.30% | 583.42%-565.1pp | 480.62%-462.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $375 | $5,118-92.7% | $4,709-92.0% | $6,730-94.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |