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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 | $25,543 | $88,815-71.2% | $81,882-68.8% | $145,897-82.5% |
| Participation rate | 11.1% | 75.1%-64.0pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 12.23% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $477 | $4,647-89.7% | $4,323-89.0% | $6,689-92.9% |
| Admin fee / account holder | $133 | $8,434-98.4% | $7,360-98.2% | $13,390-99.0% |