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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 | $3,528 | $88,754-96.0% | $81,820-95.7% | $145,877-97.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.77% | 1031.77%-1017.0pp | 777.93%-763.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $92 | $3,085-97.0% | $2,915-96.9% | $4,663-98.0% |
| Participant deferral / active EE | $115 | $4,648-97.5% | $4,323-97.4% | $6,691-98.3% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |