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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 | $11,470 | $68,097-83.2% | $62,929-81.8% | $137,256-91.6% |
| Participation rate | 6.7% | 77.4%-70.8pp | 73.1%-66.4pp | 80.0%-73.3pp |
| Annual return | 15.99% | 1859.11%-1843.1pp | 1063.93%-1047.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $96 | $4,553-97.9% | $3,888-97.5% | $6,407-98.5% |
| Admin fee / account holder | $124 | $6,521-98.1% | $5,065-97.6% | $12,270-99.0% |