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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 | $18,935 | $96,643-80.4% | $86,617-78.1% | $139,456-86.4% |
| Participation rate | 8.3% | 74.4%-66.1pp | 71.7%-63.4pp | 80.3%-72.0pp |
| Annual return | 21.09% | 106.57%-85.5pp | 591.91%-570.8pp | 373.45%-352.4pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $351 | $4,835-92.7% | $4,437-92.1% | $6,711-94.8% |
| Admin fee / account holder | $89 | $6,406-98.6% | $5,613-98.4% | $11,407-99.2% |