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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 | $36,286 | $88,778-59.1% | $81,844-55.7% | $145,884-75.1% |
| Participation rate | 15.8% | 75.1%-59.3pp | 72.4%-56.6pp | 80.3%-64.5pp |
| Annual return | 11.29% | 1033.03%-1021.7pp | 778.87%-767.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $246 | $4,648-94.7% | $4,323-94.3% | $6,690-96.3% |
| Admin fee / account holder | $4 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |