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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 | $25,874 | $100,895-74.4% | $90,430-71.4% | $158,950-83.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 10.30% | 1725.54%-1715.2pp | 1293.73%-1283.4pp | 302.91%-292.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $316 | $4,347-92.7% | $3,963-92.0% | $5,983-94.7% |
| Admin fee / account holder | $10 | $6,505-99.9% | $5,613-99.8% | $11,248-99.9% |