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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 | $7,326 | $88,754-91.7% | $81,820-91.0% | $145,877-95.0% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 10.88% | 1031.77%-1020.9pp | 777.93%-767.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $140 | $4,648-97.0% | $4,323-96.8% | $6,691-97.9% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |