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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 | $88,754-88.2% | $81,820-87.2% | $145,877-92.8% |
| Participation rate | 4.3% | 75.1%-70.7pp | 72.4%-68.0pp | 80.3%-76.0pp |
| Annual return | 10.51% | 1031.77%-1021.3pp | 777.93%-767.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $50 | $4,648-98.9% | $4,323-98.9% | $6,691-99.3% |
| Admin fee / account holder | $70 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |