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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 | $6,657 | $88,754-92.5% | $81,820-91.9% | $145,877-95.4% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 14.58% | 1031.77%-1017.2pp | 777.93%-763.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $426 | $4,648-90.8% | $4,323-90.1% | $6,691-93.6% |
| Admin fee / account holder | $117 | $8,424-98.6% | $7,391-98.4% | $13,402-99.1% |