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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 | $10,960 | $90,489-87.9% | $76,051-85.6% | $145,978-92.5% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 12.34% | 622.78%-610.4pp | 360.42%-348.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $533 | $5,164-89.7% | $4,257-87.5% | $6,690-92.0% |
| Admin fee / account holder | $101 | $8,374-98.8% | $6,416-98.4% | $13,400-99.3% |