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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 | $7,344 | $88,702-91.7% | $81,780-91.0% | $145,978-95.0% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 14.51% | 1029.12%-1014.6pp | 776.27%-761.8pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $509 | $4,645-89.0% | $4,321-88.2% | $6,690-92.4% |
| Admin fee / account holder | $69 | $8,414-99.2% | $7,384-99.1% | $13,400-99.5% |