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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 | $3,773 | $88,815-95.8% | $81,882-95.4% | $145,897-97.4% |
| Participation rate | 5.3% | 75.1%-69.8pp | 72.4%-67.1pp | 80.3%-75.0pp |
| Annual return | 18.31% | 1033.75%-1015.4pp | 779.47%-761.2pp | 552.29%-534.0pp |
| Employer contribution / active EE | $80 | $3,086-97.4% | $2,916-97.3% | $4,663-98.3% |
| Participant deferral / active EE | $115 | $4,647-97.5% | $4,323-97.3% | $6,689-98.3% |
| Admin fee / account holder | $13 | $8,434-99.9% | $7,360-99.8% | $13,390-99.9% |