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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 | $10,243 | $100,895-89.8% | $90,430-88.7% | $158,950-93.6% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 13.09% | 1725.54%-1712.4pp | 1293.73%-1280.6pp | 302.91%-289.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $229 | $4,347-94.7% | $3,963-94.2% | $5,983-96.2% |
| Admin fee / account holder | $50 | $6,505-99.2% | $5,613-99.1% | $11,248-99.6% |