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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 | $10,814 | $88,815-87.8% | $81,882-86.8% | $145,897-92.6% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 20.62% | 1033.75%-1013.1pp | 779.47%-758.9pp | 552.29%-531.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $489 | $4,647-89.5% | $4,323-88.7% | $6,689-92.7% |
| Admin fee / account holder | $59 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |