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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 | $19,962 | $99,009-79.8% | $86,581-76.9% | $147,585-86.5% |
| Participation rate | 47.8% | 76.3%-28.5pp | 73.5%-25.7pp | 82.8%-35.0pp |
| Annual return | 10.37% | 1312.70%-1302.3pp | 965.06%-954.7pp | 578.58%-568.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $312 | $3,972-92.1% | $3,609-91.4% | $5,439-94.3% |
| Admin fee / account holder | $204 | $5,709-96.4% | $4,904-95.8% | $10,886-98.1% |