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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 | $14,473 | $102,696-85.9% | $86,235-83.2% | $139,487-89.6% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 21.16% | 1925.91%-1904.7pp | 1170.03%-1148.9pp | 373.84%-352.7pp |
| Employer contribution / active EE | $260 | $3,034-91.4% | $2,381-89.1% | $4,755-94.5% |
| Participant deferral / active EE | $445 | $4,679-90.5% | $3,987-88.8% | $6,713-93.4% |
| Admin fee / account holder | $97 | $8,667-98.9% | $6,856-98.6% | $11,407-99.2% |