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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 | $10,490 | $88,815-88.2% | $81,882-87.2% | $145,897-92.8% |
| Participation rate | 4.3% | 75.1%-70.7pp | 72.4%-68.0pp | 80.3%-76.0pp |
| Annual return | 10.51% | 1033.75%-1023.2pp | 779.47%-769.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $50 | $4,647-98.9% | $4,323-98.9% | $6,689-99.3% |
| Admin fee / account holder | $70 | $8,434-99.2% | $7,360-99.0% | $13,390-99.5% |