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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 | $16,527 | $102,663-83.9% | $86,216-80.8% | $139,466-88.2% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.0%-59.9pp | 80.3%-71.2pp |
| Annual return | 17.23% | 1924.52%-1907.3pp | 1169.42%-1152.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $125 | $8,663-98.6% | $6,853-98.2% | $11,409-98.9% |