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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 | $9,676 | $48,337-80.0% | $67,560-85.7% | $80,959-88.0% |
| Participation rate | 12.1% | 66.4%-54.4pp | 72.9%-60.9pp | 67.7%-55.6pp |
| Annual return | 18.72% | 18.26%+0.5pp | 3533.50%-3514.8pp | 35.67%-16.9pp |
| Employer contribution / active EE | $8 | $2,023-99.6% | $2,737-99.7% | $2,757-99.7% |
| Participant deferral / active EE | $753 | $2,928-74.3% | $4,004-81.2% | $4,300-82.5% |
| Admin fee / account holder | $18 | $3,695-99.5% | $3,994-99.6% | $6,925-99.7% |