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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 | $12,950 | $55,889-76.8% | $76,119-83.0% | $80,935-84.0% |
| Participation rate | 9.2% | 62.1%-52.9pp | 69.1%-59.9pp | 67.7%-58.5pp |
| Annual return | 4103.35% | 20.58%+4082.8pp | 361.25%+3742.1pp | 35.66%+4067.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $332 | $3,051-89.1% | $4,259-92.2% | $4,299-92.3% |
| Admin fee / account holder | $291 | $5,241-94.4% | $6,421-95.5% | $6,924-95.8% |