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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 | $88,702-88.2% | $81,780-87.2% | $145,978-92.8% |
| Participation rate | 4.3% | 75.0%-70.7pp | 72.4%-68.0pp | 80.3%-75.9pp |
| Annual return | 10.51% | 1029.12%-1018.6pp | 776.27%-765.8pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $50 | $4,645-98.9% | $4,321-98.8% | $6,690-99.3% |
| Admin fee / account holder | $70 | $8,414-99.2% | $7,384-99.1% | $13,400-99.5% |