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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 | $12,844 | $109,905-88.3% | $98,506-87.0% | $167,553-92.3% |
| Participation rate | 9.1% | 75.8%-66.7pp | 73.3%-64.3pp | 82.1%-73.0pp |
| Annual return | 26.38% | 1960.20%-1933.8pp | 1494.92%-1468.5pp | 478.89%-452.5pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $369 | $4,674-92.1% | $4,277-91.4% | $6,343-94.2% |
| Admin fee / account holder | $93 | $6,760-98.6% | $5,955-98.4% | $12,316-99.2% |