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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 | $3,692 | $88,815-95.8% | $81,882-95.5% | $145,897-97.5% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 12.45% | 1033.75%-1021.3pp | 779.47%-767.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $223 | $4,647-95.2% | $4,323-94.9% | $6,689-96.7% |
| Admin fee / account holder | $43 | $8,434-99.5% | $7,360-99.4% | $13,390-99.7% |