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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 | $9,450 | $76,522-87.7% | $56,033-83.1% | $145,884-93.5% |
| Participation rate | 6.7% | 63.2%-56.6pp | 52.5%-45.8pp | 80.3%-73.6pp |
| Annual return | 11.99% | 3014.28%-3002.3pp | 1711.38%-1699.4pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $73 | $2,624-97.2% | $1,954-96.2% | $6,690-98.9% |
| Admin fee / account holder | $20 | $3,328-99.4% | $2,827-99.3% | $13,392-99.9% |