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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 | $68,097-85.2% | $62,929-84.0% | $137,256-92.6% |
| Participation rate | 23.1% | 77.4%-54.4pp | 73.1%-50.0pp | 80.0%-56.9pp |
| Annual return | 18.16% | 1859.11%-1841.0pp | 1063.93%-1045.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $136 | $2,811-95.1% | $2,505-94.6% | $4,156-96.7% |
| Participant deferral / active EE | $590 | $4,553-87.0% | $3,888-84.8% | $6,407-90.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |