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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 | $10,799 | $88,754-87.8% | $81,820-86.8% | $145,877-92.6% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 12.25% | 1031.77%-1019.5pp | 777.93%-765.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $528 | $4,648-88.7% | $4,323-87.8% | $6,691-92.1% |
| Admin fee / account holder | $55 | $8,424-99.3% | $7,391-99.3% | $13,402-99.6% |