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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 | $7,523 | $88,778-91.5% | $81,844-90.8% | $145,884-94.8% |
| Participation rate | 23.8% | 75.1%-51.3pp | 72.4%-48.6pp | 80.3%-56.5pp |
| Annual return | 13.42% | 1033.03%-1019.6pp | 778.87%-765.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $515 | $4,648-88.9% | $4,323-88.1% | $6,690-92.3% |
| Admin fee / account holder | $252 | $8,430-97.0% | $7,355-96.6% | $13,392-98.1% |