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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 | $7,204 | $88,710-91.9% | $81,783-91.2% | $145,959-95.1% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 11.69% | 1027.26%-1015.6pp | 775.05%-763.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $664 | $4,645-85.7% | $4,320-84.6% | $6,689-90.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |