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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 | $15,549 | $102,595-84.8% | $94,057-83.5% | $154,746-90.0% |
| Participation rate | 18.8% | 76.0%-57.2pp | 73.3%-54.6pp | 80.7%-62.0pp |
| Annual return | 21.84% | 583.42%-561.6pp | 480.62%-458.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $963 | $5,118-81.2% | $4,709-79.6% | $6,730-85.7% |
| Admin fee / account holder | $155 | $7,736-98.0% | $7,244-97.9% | $14,365-98.9% |