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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 | $12,224 | $104,544-88.3% | $76,657-84.1% | $152,897-92.0% |
| Participation rate | 16.7% | 76.6%-59.9pp | 72.1%-55.4pp | 82.5%-65.8pp |
| Annual return | 18.66% | 1014.36%-995.7pp | 1166.74%-1148.1pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $92 | $4,236-97.8% | $3,335-97.3% | $5,851-98.4% |
| Admin fee / account holder | $279 | $12,286-97.7% | $6,423-95.7% | $11,599-97.6% |