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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 | $14,143 | $169,361-91.6% | $129,397-89.1% | $145,877-90.3% |
| Participation rate | 22.2% | 76.5%-54.2pp | 69.6%-47.4pp | 80.3%-58.1pp |
| Annual return | 10.87% | 14395.54%-14384.7pp | 9453.98%-9443.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2 | $5,542-100.0% | $4,154-99.9% | $4,663-100.0% |
| Participant deferral / active EE | $14 | $4,987-99.7% | $4,167-99.7% | $6,691-99.8% |
| Admin fee / account holder | $123 | $9,903-98.8% | $7,679-98.4% | $13,402-99.1% |