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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 | $4,075 | $88,815-95.4% | $81,882-95.0% | $145,897-97.2% |
| Participation rate | 11.1% | 75.1%-64.0pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 15.88% | 1033.75%-1017.9pp | 779.47%-763.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $242 | $4,647-94.8% | $4,323-94.4% | $6,689-96.4% |
| Admin fee / account holder | $32 | $8,434-99.6% | $7,360-99.6% | $13,390-99.8% |