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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 | $23,275 | $88,778-73.8% | $81,844-71.6% | $145,884-84.0% |
| Participation rate | 13.3% | 75.1%-61.7pp | 72.4%-59.0pp | 80.3%-67.0pp |
| Annual return | 25.60% | 1033.03%-1007.4pp | 778.87%-753.3pp | 551.85%-526.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $441 | $4,648-90.5% | $4,323-89.8% | $6,690-93.4% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |