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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 | $10,919 | $88,778-87.7% | $81,844-86.7% | $145,884-92.5% |
| Participation rate | 6.7% | 75.1%-68.4pp | 72.4%-65.7pp | 80.3%-73.6pp |
| Annual return | 9.94% | 1033.03%-1023.1pp | 778.87%-768.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $155 | $3,087-95.0% | $2,916-94.7% | $4,662-96.7% |
| Participant deferral / active EE | $155 | $4,648-96.7% | $4,323-96.4% | $6,690-97.7% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |