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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 | $12,790 | $90,489-85.9% | $76,051-83.2% | $145,978-91.2% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.1%-58.0pp | 80.3%-69.2pp |
| Annual return | 11.67% | 622.78%-611.1pp | 360.42%-348.7pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $354 | $5,164-93.1% | $4,257-91.7% | $6,690-94.7% |
| Admin fee / account holder | $70 | $8,374-99.2% | $6,416-98.9% | $13,400-99.5% |