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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 | $88,702-95.7% | $81,780-95.4% | $145,978-97.4% |
| Participation rate | 5.3% | 75.0%-69.8pp | 72.4%-67.1pp | 80.3%-75.0pp |
| Annual return | 18.31% | 1029.12%-1010.8pp | 776.27%-758.0pp | 550.52%-532.2pp |
| Employer contribution / active EE | $80 | $3,084-97.4% | $2,914-97.3% | $4,662-98.3% |
| Participant deferral / active EE | $115 | $4,645-97.5% | $4,321-97.3% | $6,690-98.3% |
| Admin fee / account holder | $13 | $8,414-99.9% | $7,384-99.8% | $13,400-99.9% |