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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 | $14,691 | $88,815-83.5% | $81,882-82.1% | $145,897-89.9% |
| Participation rate | 34.8% | 75.1%-40.3pp | 72.4%-37.6pp | 80.3%-45.5pp |
| Annual return | 21.02% | 1033.75%-1012.7pp | 779.47%-758.5pp | 552.29%-531.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $575 | $4,647-87.6% | $4,323-86.7% | $6,689-91.4% |
| Admin fee / account holder | $7 | $8,434-99.9% | $7,360-99.9% | $13,390-100.0% |