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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 | $3,772 | $88,710-95.7% | $81,783-95.4% | $145,959-97.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 13.66% | 1027.26%-1013.6pp | 775.05%-761.4pp | 561.95%-548.3pp |
| Employer contribution / active EE | $218 | $3,083-92.9% | $2,913-92.5% | $4,661-95.3% |
| Participant deferral / active EE | $218 | $4,645-95.3% | $4,320-95.0% | $6,689-96.7% |
| Admin fee / account holder | $15 | $8,407-99.8% | $7,380-99.8% | $13,398-99.9% |