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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 | $10,099 | $76,368-86.8% | $67,681-85.1% | $154,746-93.5% |
| Participation rate | 23.1% | 79.0%-55.9pp | 73.7%-50.7pp | 80.7%-57.6pp |
| Annual return | 18.16% | 1066.77%-1048.6pp | 590.58%-572.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $136 | $3,151-95.7% | $2,678-94.9% | $4,379-96.9% |
| Participant deferral / active EE | $590 | $4,824-87.8% | $3,976-85.2% | $6,730-91.2% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |