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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 | $12,062 | $88,778-86.4% | $81,844-85.3% | $145,884-91.7% |
| Participation rate | 22.2% | 75.1%-52.8pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 15.75% | 1033.03%-1017.3pp | 778.87%-763.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $442 | $4,648-90.5% | $4,323-89.8% | $6,690-93.4% |
| Admin fee / account holder | $149 | $8,430-98.2% | $7,355-98.0% | $13,392-98.9% |