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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 | $10,925 | $57,330-80.9% | $86,656-87.4% | $75,177-85.5% |
| Participation rate | 32.0% | 63.2%-31.2pp | 71.7%-39.7pp | 67.2%-35.2pp |
| Annual return | 23.81% | 2675.40%-2651.6pp | 593.09%-569.3pp | 160.75%-136.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $508 | $3,320-84.7% | $4,439-88.5% | $4,126-87.7% |
| Admin fee / account holder | $18 | $4,115-99.6% | $5,619-99.7% | $5,651-99.7% |