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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 | $41,119 | $109,872-62.6% | $98,483-58.2% | $167,536-75.5% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 10.42% | 1959.31%-1948.9pp | 1494.38%-1484.0pp | 478.82%-468.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $514 | $4,673-89.0% | $4,276-88.0% | $6,342-91.9% |
| Admin fee / account holder | $28 | $6,757-99.6% | $5,953-99.5% | $12,315-99.8% |