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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 | $22,389 | $109,372-79.5% | $89,414-75.0% | $158,966-85.9% |
| Participation rate | 29.4% | 74.3%-44.9pp | 68.0%-38.6pp | 82.0%-52.6pp |
| Annual return | 15.55% | 345.55%-330.0pp | 245.50%-230.0pp | 302.95%-287.4pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $661 | $4,598-85.6% | $3,890-83.0% | $5,983-89.0% |
| Admin fee / account holder | $8 | $6,156-99.9% | $4,883-99.8% | $11,250-99.9% |