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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 | $12,572 | $88,754-85.8% | $81,820-84.6% | $145,877-91.4% |
| Participation rate | 11.1% | 75.1%-64.0pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 27.90% | 1031.77%-1003.9pp | 777.93%-750.0pp | 551.28%-523.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $460 | $4,648-90.1% | $4,323-89.3% | $6,691-93.1% |
| Admin fee / account holder | $118 | $8,424-98.6% | $7,391-98.4% | $13,402-99.1% |