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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 | $10,268 | $109,905-90.7% | $98,506-89.6% | $167,553-93.9% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 17.20% | 1960.20%-1943.0pp | 1494.92%-1477.7pp | 478.89%-461.7pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $652 | $4,674-86.0% | $4,277-84.7% | $6,343-89.7% |
| Admin fee / account holder | $84 | $6,760-98.8% | $5,955-98.6% | $12,316-99.3% |