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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 | $88,702-71.2% | $81,780-68.8% | $145,978-82.5% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 12.23% | 1029.12%-1016.9pp | 776.27%-764.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $477 | $4,645-89.7% | $4,321-89.0% | $6,690-92.9% |
| Admin fee / account holder | $133 | $8,414-98.4% | $7,384-98.2% | $13,400-99.0% |