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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 | $18,589 | $109,905-83.1% | $98,506-81.1% | $167,553-88.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.79% | 1960.20%-1950.4pp | 1494.92%-1485.1pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $594 | $4,674-87.3% | $4,277-86.1% | $6,343-90.6% |
| Admin fee / account holder | $56 | $6,760-99.2% | $5,955-99.1% | $12,316-99.5% |