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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 | $17,112 | $88,778-80.7% | $81,844-79.1% | $145,884-88.3% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 12.89% | 1033.03%-1020.1pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $37 | $3,087-98.8% | $2,916-98.7% | $4,662-99.2% |
| Participant deferral / active EE | $37 | $4,648-99.2% | $4,323-99.1% | $6,690-99.4% |
| Admin fee / account holder | $20 | $8,430-99.8% | $7,355-99.7% | $13,392-99.9% |