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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 | $11,550 | $109,905-89.5% | $98,506-88.3% | $167,553-93.1% |
| Participation rate | 5.6% | 75.8%-70.3pp | 73.3%-67.8pp | 82.1%-76.6pp |
| Annual return | 15.47% | 1960.20%-1944.7pp | 1494.92%-1479.5pp | 478.89%-463.4pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $229 | $4,674-95.1% | $4,277-94.7% | $6,343-96.4% |
| Admin fee / account holder | $216 | $6,760-96.8% | $5,955-96.4% | $12,316-98.2% |