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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 | $76,368-85.0% | $67,681-83.1% | $154,746-92.6% |
| Participation rate | 6.7% | 79.0%-72.3pp | 73.7%-67.1pp | 80.7%-74.0pp |
| Annual return | 15.99% | 1066.77%-1050.8pp | 590.58%-574.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $96 | $4,824-98.0% | $3,976-97.6% | $6,730-98.6% |
| Admin fee / account holder | $124 | $8,559-98.6% | $6,100-98.0% | $14,365-99.1% |