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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 | $12,826 | $102,595-87.5% | $94,057-86.4% | $154,746-91.7% |
| Participation rate | 16.7% | 76.0%-59.3pp | 73.3%-56.7pp | 80.7%-64.0pp |
| Annual return | 14.52% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $877 | $5,118-82.9% | $4,709-81.4% | $6,730-87.0% |
| Admin fee / account holder | $70 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |