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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 | $20,126 | $88,778-77.3% | $81,844-75.4% | $145,884-86.2% |
| Participation rate | 4.3% | 75.1%-70.7pp | 72.4%-68.0pp | 80.3%-76.0pp |
| Annual return | 12.58% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $23 | $3,087-99.3% | $2,916-99.2% | $4,662-99.5% |
| Participant deferral / active EE | $113 | $4,648-97.6% | $4,323-97.4% | $6,690-98.3% |
| Admin fee / account holder | $80 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |