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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 | $16,211 | $90,530-82.1% | $76,030-78.7% | $145,897-88.9% |
| Participation rate | 36.4% | 74.4%-38.1pp | 69.1%-32.7pp | 80.3%-43.9pp |
| Annual return | 9.34% | 625.08%-615.7pp | 361.54%-352.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $604 | $5,164-88.3% | $4,257-85.8% | $6,689-91.0% |
| Admin fee / account holder | $10 | $8,383-99.9% | $6,421-99.8% | $13,390-99.9% |