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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 | $29,962 | $102,663-70.8% | $86,216-65.2% | $139,466-78.5% |
| Participation rate | 6.7% | 74.5%-67.8pp | 69.0%-62.3pp | 80.3%-73.7pp |
| Annual return | 14.07% | 1924.52%-1910.4pp | 1169.42%-1155.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $59 | $3,035-98.1% | $2,382-97.5% | $4,754-98.8% |
| Participant deferral / active EE | $73 | $4,677-98.4% | $3,986-98.2% | $6,712-98.9% |
| Admin fee / account holder | $220 | $8,663-97.5% | $6,853-96.8% | $11,409-98.1% |